- The Brokerage Engine team
New Purge Accounts Option
AUTHOR: The Brokerage Engine team
From the Chart of Accounts page in the Accounting module, users now have the option to use the Purge Accounts option to batch delete accounts that do not have related account numbers.
Note: Any accounts that are considered to be A/R, A/P, or Undeposited fund accounts will not be deleted, regardless of their numbering and/or setup.
Required Modules: Accounting
User Permission Levels: System