10.03.02 - Client Income Information

Purge Client Financial Information

The above screen appears after Utilities is selected from the menu bar then Purge/Compress Files and Client Financial Information are selected from the drop down lists.

This option will purge client income information records based on the effective date of the records. Income records which will not be purged are for the current fiscal year and prior fiscal year. Click on PROCESS to proceed with the purge.