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Purging Records

Have you ever wanted a record, or a group of records just gone? I mean completely gone. This is something you can do in The Financial Edge. We call it purging records.

Why would you want to purge records? There are a variety of reasons. You may need to purge records to make corrections, such as needing to reprint a check using the same check number. Purging records may also improve database performance. For example, if your vendor Activity tabs take a long time to load, it may be beneficial to purge old vendor activity. Purging records to help with performance issues should be a last resort after trying the steps in How to troubleshoot performance issues.

Idea But wait! Before you continue, understand that purging records removes them permanently from the database and they can never be recovered. We always recommend creating a backup of your database before completing a purge process. This way if you need to review the purged information, you can use the back up.  

Here are the records that can be purged in The Financial Edge:


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