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Records Management

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Records Management Program <[log in to unmask]>
Date:
Thu, 14 Sep 2017 18:58:06 +0000
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Records Management Program <[log in to unmask]>
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"Callen, Jeanne M" <[log in to unmask]>
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Chris said:

" We use Concur to manage expense reports, travel receipts and the like.  The documents sit on Concur's servers, not ours.

Our records retention schedule says that expense reports are to be destroyed after seven years."





We also use Concur…I have an email from our rep dated 1/15/16 that says that our data will be retained for seven years. Guess I better pull the most-recent contract and check it out to see if something changed. Concur hasn’t been around for seven years yet so the purging has not yet begun.



Posts regarding this same issue were on the listserv around December 2015/January 2016 if you want to try and search the archives.








Jeanne M. Callen, CRM
J. J. Keller & Associates, Inc.
3003 Breezewood Ln
Neenah, WI 54956
(920) 722-2848
jjkeller.com

This is my opinion only and does not represent the position of J. J. Keller & Associates, Inc.



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