How do I change the years of history to keep?
Use Keep [ _ ] years of history to determine how long to keep transactions in the database. Users cannot delete transactions before the number of years of history has elapsed. For example, if Jane wants to save transactions for two years Jane would enter 2 in the Keep [ _ ] Years of History field. At the appropriate time, Jane runs Organization > Delete History to remove old transactions from the database and Connect will use the settings for keeping history in Organization to find out which transactions can be deleted.
Note: Deleting history is part of regular upkeep and maintenance of the database. Choosing to keep history for an excessive period, or forever, may affect system performance.
Changing the years of history to keep
1. Open Connect Payroll > Organization > Organization.
2. Click to select the Organization tab.
3. Find the field titled Keep [ _ ] Years of History.
You must choose a number between 3 and 255 years.
Organization tab, Keep x years of detail history
4. Enter the years of history the organization wants to keep.
If you're not sure, check with your auditor. The requirements for keeping history may be different from in your state.
5. Click Save (CTRL+S).
The years of history is updated.
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