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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 enter 365 in the Keep Payment Detail x Days field. You would use 365 because there are 365 days in a year. At the appropriate time, run Organization > Delete History to remove old transactions from the database.

Note: Deleting history is part of regular upkeep and maintenance of the database. Choosing to keep for excessive period, or forever, may affect system performance.

 

Saving my transaction history

1. Open Connect Cash Receipting > Organization > Organization.

2. Click to select the field titled Keep Payment Detail [ _ ] Days.

3. Enter the number of days to keep the payment detail.

For example, enter 12 to keep one year of history.

4. Click Save (CTRL+S).

The number of days to keep the payment detail is saved.  

 

 

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