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Do Customer Paperless docs get deleted when history is purged (e.g. invoices)?

  • 1.  Do Customer Paperless docs get deleted when history is purged (e.g. invoices)?

    Posted 05-21-2020 19:20
    If memory serves me correctly, documents do get purged, and I think I saw it on a post here some time ago.  @Jeff Schwenk was it you?​  I'm working with a client on a history purging project.  If they want to keep customer invoices in PL for X years, they shouldn't purge invoice history for that same number of years.  Do I have that correct?

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    Barbara Goldstein
    Sr. Consultant
    DSD Business Systems
    San Jose CA
    800.627.9032 x221
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  • 2.  RE: Do Customer Paperless docs get deleted when history is purged (e.g. invoices)?

    Posted 05-21-2020 20:09
    I actually don't recall.  It somewhat makes sense.  If there is no invoice history, why keep the PDF around.I guess you could run a test with adequate backup

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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