SETUP Page

The SETUP page is used to configure expiration settings in licensed Accounts.

Click the side arrow at the top of the page and select SETUP.

Displaying Results

To access all available accounts for a specific product, select an option from the Selected Product dropdown. Click the desired account to advance to the Account Settings - <Account Name> page.

Configuring the Days to Expire Setting

The Days to Expire field allows users to identify the number of days to retain transaction data and documents; this setting should only be used when the default (7 days) does not fit customer needs.

Enter a desired value in the Days to Expire field. Click Save; click Cancel to return to the SETUP page without applying the change.

Note: Users can set a value between 1-60.

User Settings

Enter a user name in the corresponding text field and click Get Accounts For User.

Select an account from the list of available accounts and click Add/Update Callback Info.

From the Callback Information dialog, complete the following:

Username
Password
Callback URL

Note the following example:

Click Save.

Note: To delete the callback information, click Delete Callback Info. To confirm that the callback information was deleted, click Add/Update Callback Info.