Setting the Automatic Transaction Purge

The application restricts the maximum number of transactions each category can contain. If you reach the number of maximum transactions for a single category, you will not be allowed to add transactions until you remove some of the existing records—including inactive transactions—to get below the maximum. The warning message will specify the number of transactions currently over the limit. If you remove transactions but still see the warning message, some transactions may be in process, or you may have set the transaction list page to display a particular transaction view.

To control the number of transactions saved in larger categories, you may wish to have the system clean out inactive items that have been in the list a certain number of days. The automatic purge function, which runs overnight, calculates the removal date from the transaction's final effective date. If there is no last effective date, meaning the transaction has never been processed, the transaction will not be purged.

To set up an automatic transaction purge

1. Choose Administration | Category Configuration | Category Configuration. (To edit subcategories, choose Administration | Subcategory Definition.)
2. Click the record to modify.
3. In the Purge Inactive Transactions field, enter the number of days to keep inactive transactions. Inactive items older than this number of days will be automatically removed from the application. (Zero is not a valid entry; do not leave the field blank.)
4. Click Save.