How_do_I_set_up_history_to_keep_

How do I set up history to keep?

Change default transaction  history settings.

The Delete Account History determines how long the system will save the transaction detail, account history, meter history, and service order history before a user or an automated routine can delete it.

Webinar: Delete history in Organization 

 

Setting default period to keep account history

1. Open Connect Utility Management > Organization > Organization.

2. Click to select the General tab.

3. Enter the Delete Account History After x Periods.

 

 

4. Click Save (CTRL+S).

The default period to keep account history is set up.

 

Setting default period to keep meter and service order history

1. Open Connect Utility Management > Organization > Organization.

2. Click to select the General tab.

3. Enter the Delete Meter/Service Order History After X Periods.

 

 

4. Click Save (CTRL+S).

The default period to keep account history is set up.

 

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How long can I keep my transaction history?

      Use Keep Payment Detail x Days to determine how long to keep transactions in the database. Users cannot delete transactions before the number of days of history has elapsed. For example, if you wanted to save transactions for one years you would ...
    • 3b. Print payroll history for the calendar year

      In steps 3b-d, you're going to print the reports you will need to verify the year-to-date information. You will use these reports to verify the information in the Payroll database is correct because this is the information that's going to print on ...
    • How often should I purge history?

      When you need to purge history from Cash Receipting depends on your organization's requirements and hardware limitations. Cash Receipting will never automatically purge history. Before you get started How long does the organization need to keep ...
    • How many days do I want to keep payment detail?

      Use Keep Payment Detail x Days to determine how long to keep transactions in the database. Users cannot delete transactions before the number of days of history has elapsed. Note: Deleting history is part of regular upkeep and maintenance of the ...
    • How many days do I want to keep payment detail?

      Use Keep Payment Detail x Days to determine how long to keep transactions in the database. Users cannot delete transactions before the number of days of history has elapsed. Note: Deleting history is part of regular upkeep and maintenance of the ...