If a GDPR Data Retention Policy says keep finance data for 7 years.
How will we remove data:
- Transaction/Journals older than 7 years
- Bank accounts that have not been used for 7 years
- Customers or suppliers who have not had a transaction for 7 years.
- Highlight chart of account codes not used anymore so they can be removed
As a minimum I envisage a report of customers and suppliers with no activity for this time period and the ability to anonymise these and clear out address data.