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This article applies to:

  • Product: Pagero Online

Customized retention time

Set custom document retention times in Pagero Online.
note
These settings are currently only available for customers who have been migrated to the new archive solution. This is currently limited to Region 2, meaning customers using Pagero for the French e-invoicing mandate.
In addition to Pagero’s pre-defined, national retention type presets, you can choose to customize your own. Note, that by using customized retention times, you will have to keep track of any changes regarding national mandates about retention times as Pagero will not maintain your customized presets. This is how to set a customized retention time in Pagero Online.
note
Only Pagero personnel can activate or deactivate the eArchive solution for your account. To request activation or deactivation, contact Pagero Support.
  1. Go to
    Company Profile
    , then select the
    Document Retention
     tab.
  2. Select the row for the document type and direction you want to configure. A Details panel opens showing the current settings.
  3. Select
    Edit
     at the bottom of the Details panel.
  4. Under Retention policy, select
    Custom archive storage
    .
  5. Set your preferred number of years under
    Retention time
     using the +/− controls. The maximum is 30 years.
  6. Mark the
    Acknowledgement
     checkbox to verify that you choose to use your own configuration for the account. Marking the checkbox verifies that you accept responsibility for keeping retention times up to date. Doing so disqualifies the account from any automated regulatory updates identified by Pagero’s Regulatory team.
  7. Select
    Save
    .

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