File Maintenance

This screen holds values that determine the maximum number of months that the system will retain:

• Sales Invoices
• Receivable History
• Completed Dispatches
• Service History
• Pager History
• Attached Documents

If records exist that are older than the values supplied here, they will be deleted when the Monthly Maintenance Utility is run.  Attached Documents are the exception to this rule.  When running monthly maintenance, documents older than the specified date will simply be archived to a zip file so that they can be recalled again at any point if needed.  See the Monthly Maintenance Utility for more information how this works.

See also:

System Setup - Accounting

System Setup - Agreements

System Setup - Caller ID

System Setup - Company Information

System Setup - Customers

System Setup - Direct Deposit

System Setup - Dispatch

System Setup - Email Forms

System Setup - File Maintenance

System Setup - Integrations

System Setup - Inventory

System Setup - Progressive Billing

System Setup - Receivables

System Setup - System Accounts

System Setup - Tech Emails

How do I get to this screen?

Click the Company pull down menu and select System Setup, then click the File Maintenance tab.