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
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How long does the organization need to keep transactions?
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Does the hardware running Cash Receipting have the hard drive space and processing speed to maintain a larger database? A large hard drive can store more Cash Receipting history and a faster processing speed will make it easy to search the Cash Receipting database.
Setting the number of days to keep history
1. Open Connect Cash Receipting > Organization > Organization.
2. Click to select the field titled Keep Payment Detail [ _ ] Days.
Warning! Choosing to retain more than a few months of history may affect system performance.
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.
Purging history
1. Open Connect Cash Receipting > Payments > Delete Payment Detail.
2. Click GO (CTRL+G).
The history is purged.
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