Retention policy, configure retention periods

Configure the retention policy for documents: default retention periods and customisation.

The eConnect platform stores your documents in accordance with the legal retention obligation. With a paid subscription, invoices are stored for 7 years by default. From the Professional subscription you can customise the retention policy yourself.

Default retention periods
Document typeDefault retention periodIncoming and sent invoices7 yearsIncoming and sent expense claims7 yearsDraft invoices2 yearsDraft expense claims2 yearsConversion tasks4 monthsDocument journals (Autopilot)4 months

With the free Invoice Portal documents are stored for 2 years. With all paid subscriptions (Basic and above) the default retention period is 7 years, in accordance with the legal retention obligation in the Netherlands.

Set your own retention policy

From the Professional subscription you can customise the retention periods. This is relevant if your organisation has different retention requirements, for example a longer retention period for specific document types or a shorter period if you also archive documents elsewhere.

You can find the retention settings in the organisation settings on the platform.

What happens after the retention period?

When the retention period of a document has expired, it is automatically deleted from the platform. This deletion is irreversible. Make sure you have downloaded or archived important documents in your own systems in time if you set a shorter retention period.

The Dutch Tax Administration requires entrepreneurs to retain their administration, including invoices, for a minimum of 7 years. The eConnect platform meets this requirement by default with paid subscriptions. The documents are stored unchanged and can be viewed and downloaded throughout the entire retention period.


Want to know more about the features per subscription? Read Subscriptions on the eConnect platform.

View your retention settings