Purge Journal Entry History

Use this screen to delete journal entries from the Costpoint database. Normally, companies run this process to clear out unneeded history and to free database space.

Deltek recommends that you purge journal entry history only for closed accounting periods. Following your company procedures, first identify the fiscal year and periods for which you want to purge journal entries and then verify that you do not need to retain that data in Costpoint for future audits.

To prevent accidental deletion of data, restrict user access to this utility. If a failure occurs while the purge is in process, only the user who started the process can restart it after the failure.

If you purge certain types of general ledger journal entries that are set to recur, they will no longer recur unless you create them again.

Before you purge journal entries:

  • Archive your data.
  • Make sure that no one is entering, editing, or approving journal entries.