Select Purge Type

Purge Closed Statements and Account Detail – Select this option to purge closed statements and account detail.

Note: When this option is selected, a warning displays informing you that all CM detail for the account associated with closed statements before the specified date (i.e. ‘through’ date) will be purged. Because you cannot print reports for this data once the purge is done, you may wish to keep 1–2 year’s worth of statements on the system.

Purge Auto Clearing File – Select this option to purge imported auto clearing files.