How can I archive data that I consider too old?

When you no longer provide services for a client, you can assign a departure date to mark that client as gone. The client will no longer appear in the list of current clients and will no longer be proposed for new entries, but previous data remains present and nothing is deleted automatically.

When an employee has left, the same principle applies: you can assign a departure date to the employee.

As part of client management, matters can be marked as completed or closed:

• Completed matters are no longer available for entry, unless they are reopened, and they still contain all their data. They can be reopened later.
• Closed matters have all their related data deleted, such as time, expenses and invoices. Only a trace of the matter’s existence remains. Since everything else is deleted, a matter should typically only be closed after 10 years.

Deleting a matter is only possible if the matter has previously been closed.

It is also possible to delete non-billable time and expenses for a defined period.

Tempolia keeps a history of deletions and closures.