Auto delete bank statements in Receipt Bot
Managing and maintaining massive records, whether in soft copy or hard copy, can be a bit risky as it can result in a leak of confidential data. Also, it is difficult to work with relevant records as you view the old records each time. In Receipt Bot, you can enable the “Auto delete statement” feature which deletes the data periodically and ensure that you work with relevant data only.
Enabling Auto Delete Bank Statements in Receipt Bot
To enable Auto delete statement feature, you can follow these steps:
Step 1 – From the business menu, navigate to the Integration Data page.
Step 2 – Click on the Data Extraction Settings tab.
Step 3 – From the “Auto Delete Documents” section, switch the “Auto Delete Exported Bank statement” feature on and a confirmation pop-up should appear which will ask for further details.
Step 4 – You can configure the following options from the confirmation pop-up:
- Delete exported statement data after: The number of days after which the exported statement should be deleted.
- Delete associated payment method: To archive the payment method as well if no further document is associated it.
- Permanent Delete: If switched on then the exported statement will be deleted permanently and cannot be restored later else the deleted documents will be moved to the recycle bin and permanently deleted from the system if left in the recycle bin for another 30 days.
- Apply the above rules to existing statements: All the above rules that you selected in the previous step will also get applied to the existing statements that are currently appearing on Receipt Bot.
Once you click on the save button, the system will enable the “Auto delete statements feature” for the business and it will automatically delete those exported statements which are exported before the days specified above.