AP Purge Procedures

Owned by Mary Volkmer (Unlicensed)
Last updated: Dec 16, 2019
1 min read
  1. Check Purge Parameters (PrismCore Admin, Payables Folder) for the number of months you wish to keep Invoices, Credit Requests, Credit Memos, and Checks.
  2. A backup is required because this process can not be reversed. Purge Accounts Payable steps should be done first thing in the morning so that you have a backup of all your data from the previous night. We recommend that you keep this backup for at least 6 months.
  3. Run Purge Payables (Month End Folder in PrismCore). Print the purge reports and keep them.
  4. Print Summary Aging Report to verify the Net Due agrees with the report printed during reconciliation