How do I remove cheques that have cleared long ago, so that when I go to my 'Recon' tab, it only shows more current cheques?

Also, is purging history recommended periodically? Can I assume that once the history is purged, it is no longer available? Or does it only purge it from certain areas, and the history remains with each vendor? I like to be able to go back a few years and see the dollars spent over many years.

Print the Check Reconciliation report, to file or printer for the date range you want to purge, and make sure ALL of the statuses are ticked. After it prints, say yes to clear all checks that are not outstanding.

Other than purging cleared checks, and the Check Number Audit List, I would not recommend purging history. It takes up little space, does not slow the system down very much, and can come in handy.

Steve

Thank you so much Steve.