Banking Information cleanse

[PhilAC]

Is there any way banking information can be removed for active employees after a period of inactivity (ie.  no expense reports/claims made for x months).

Our Data Protection team have posed the question.  

I'm aware that if the employee was inactive the bank information would be deleted under Concur's Data Retention functionality's Profile first pass purge process.

[KevinD]

@PhilAC as a site admin, you can set the employees bank account to Inactive on the Monitor Payees screen. However, there isn't any option to auto-deactivate an employee's bank account due to inactivity.