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Delete transferred invoices

When creating or editing a Transfer job description, you can choose to either:

  • Keep transferred documents in the database (default)
  • Delete documents from the database as soon as they are transferred

Specify your choice from the Status settings of the Transfer job description.

This setting is made separately for each document status. This means that you can specify different handling for documents with different statuses, if you wish.

Note Deleting transferred documents from the database is not the same as deleting the corresponding image files from the hard drive. Image files are not deleted. However, you can specify that they be moved during transfer.
  1. In the Transfer job description, in the Status settings, select a document status to process in Transfer.
  2. Select Delete transferred documents.
  3. Repeat the above step for other document statuses to be processed in Transfer.

    Some reasons why you might want to keep transferred documents in the database:

    • To transfer them again. You might want to transfer information about a document to different transfer files, for example.
    • If you are experimenting with transaction descriptions or different settings in the Transfer job, to avoid having to repeat the Scan, Interpret and Verify processes each time you want to try a new Transfer job or transaction description.
    Note You must select Keep status for documents if you want to transfer the documents again.

Keep transferred invoices

If you keep the transferred documents in the database, you can delete them later using Manager. To do this:

  1. Right-click the document profile containing the documents you want to delete and select Invoices.
  2. Select the documents you want to delete.
  3. Right-click your selection and select Delete.