Note:This article is a summary. Your data is governed by the PEX Master Services Agreement (MSA), your program’s terms and the PEX Privacy Policy. If this article and those terms ever differ, the terms control.
Receipts and invoices
Under the Receipt Capture section of the MSA, we may delete receipts, receipt matching data, invoices and payment entry data at any time, with or without notice, including:- 25 months after the date of the transaction on the receipt or the date the payment entry was created
- After your PEX account is closed
Personal information
Under the PEX Privacy Policy, we keep personal information while your account is active and for up to 5 years after it closes, unless the law requires a different period. We may keep some information longer when we need it to meet legal obligations, resolve disputes, keep business records or enforce our agreements.Your data after your account closes
Closing your account doesn’t cut off access to your data. Your Dashboard becomes read-only, so you can still log in and view your account history. Because receipts and invoices may be deleted after closure, we recommend downloading them before you close.How to keep your own copies
We recommend you regularly download your records and store them in your own systems or your accounting software:- Monthly statements: See Viewing Monthly Statements and How to Download Cardholder Statements as an Administrator.
- Reports: See How to Run Reports.
- Receipts: Export a .zip of receipts for a date range. See How to Export a Receipt Archive.
- Automatic receipt backups: The Connector for Google Drive syncs receipts to your Google Drive. It can only sync receipts from the past year, so export a receipt archive for anything older.