Delete Temporary Customers

Check this box to purge temporary customers from the AR files. When checked, monthly totals for the AR company and customer will be cleared, as long as no transactions exist for the customer and AR company. If no other companies have monthly totals for the customer, the customer will then be purged from the AR files.

Note: To purge a customer from the Customer Master that is shared by other companies, you must purge paid invoices for the customer in the ‘sharing’ companies, as well as purge the monthly totals by checking this option in each company. Only then will the ‘temporary’ customer be deleted from the Customer Master.

Do not check this box if you do not want to purge temporary customers.