Data Retention Periods (GDPR Stuff)
Idea suggested by Andy Gambles 2 years ago
It would be useful to be able to specify a data retention period to help ensure we are not holding data for a period of time longer than necessary.
For example I could specify transactions older than 7 years be deleted (to maintain 6 years worth of records).
Alternatively whole years would be part of the retention period. For example I might specify delete annual reporting periods more than 6 years old.
Essentially for HMRC we need to keep current annual period + 6 previous annual periods.
Beyond that data could be removed.
Also the ability to filter customers based on last transaction date or with zero transactions so they can also be deleted.