Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Purge Bank Transaction History

Use the Purge Bank Transaction History screen to delete matched and cleared bank transactions history based on your selection criteria.

Although you can run this process at any time, you normally run it to clear out unneeded history and free up database space. You normally purge transactions for only closed accounting periods.

Following your company procedures, you must first identify which fiscal year and periods are included in the selection parameters. Verify that this data does not need to be retained in Costpoint for future audits.

After you run the Create Bank Transactions History process, the bank reconciliation data becomes available in the Purge Bank Transaction History screen.

Bank reconciliation data includes vendor checks for AP transactions, employee earnings for Payroll, and cash receipt history for cash receipts transactions.

The purge process from this screen deletes data from only the Bank Transaction History table; it does not delete data from the source tables.

Typically, you purge only transactions for closed accounting periods. When you run the purge process, if a period in the range that you selected for the purge is open, you receive an error and Costpoint does not proceed with the purging process. You can tell Costpoint to proceed with the purging process in this circumstance by selecting the Skip Accounting Period status check check box.

To prevent the accidental deletion of data, Deltek recommends that you restrict user access to this screen.

Other users must exit all Bank Reconciliations screens before you activate the purge process. If an error (system, hardware, electrical, and so on) occurs during the purge, the same user must restart and resume the purge after the crash.