Auto delete batches older than
Within the Payment Profile, you will find an option to Auto delete batches. It’s important to note that this feature will delete ANY batches which are older than the number of days selected. The function will delete any file that has been Created, Approved, Sent, Rejected or Archived based on the day the submission was created within PT-X (even if you have forward dated the payment date it will still be deleted).
The date range you can choose from is 7 days from submission creation to 1 year. The maximum time data can be held within PTX is 1 year.
This is set within each PT-X Payment Profile under Settings – Payment Profiles – ‘View’ into the payment profile and then Auto delete batches older than is located at the bottom right of the General tab.
The Automatic batch deletion option is not logged in your company audit trail.
Auto archive sent submissions after number of days
This option will automatically archive submissions which have been “sent” via PT-X, ranging from 1 day after a successfully sent submission to 90 days.
This is set within each PT-X Payment Profile under Settings – Payment Profiles – ‘View’ into the payment profile and then the Auto archive option is located at the bottom right of the General tab.
The Auto archiving option is not logged in your company audit trail.
