Purge Audit File

Menu Path: Fund Accounting > Periodic Routines > Periodic Processing > 1099 Processing > Purge Audit File

Use this option to purge records in the 1099 Audit table for a specified year. Since more recent records may be needed in case of problems with the 1099 forms, we recommend retaining audit records for at least one year.

Back up the database before running this option. Once files are purged, the audit records for the selected year cannot be accessed.

Purge the 1099 Audit Files

1. Select Fund Accounting > Periodic Routines > Periodic Processing > 1099 Processing, and then click Purge Audit File.

2. In the Tax Year field, enter the tax year of the 1099 audit records to purge.

3. Select OK. If the year selected includes audit file records, a confirmation dialog displays.

4. Select Yes. When processing is complete, the system displays a status showing the number of records deleted.

5. Select OK.