The Archived tab is where you store any invoice, expense or supplier statement That you move from the Inbox. You can manually archive documents or have them auto-archive.
📎NOTE : The usual process is to archive a document after you process it or publish it, but you can also archive unpublished or unapproved documents manually.
Access
To access the archives, you can either:
Access the company homepage and click the Archived shortcut directly from the relevant folder / panel.
Alternatively, if you're already within the folder's Inbox, Rejected or Activity tab, you can access the Archived tab from there.
📎NOTE: The Archived tab is available within the following folders: Sales, Purchases, Expense Reports and Supplier Statements.
Actions
Once you've archived a document, you can:
View its details directly from the list
Filter by Status, Date or keyword Search
Click View to access the document (the original document and its extracted data)
Select one or multiple documents to activate the Actions button: The available options will differ depending on the document type:
Unapprove / Approve (non-integrated companies)
Unpublish / Publish (Integrated companies)
Unarchive - to move back to the Inbox
Reject
Delete (only from the Expenses Archived folder)
Select one or multiple invoices to activate the Download button (invoices only)
FAQ
Editing
You can edit a document from the Archived folder if you unapprove or unpublish it first. Once you approve or publish a document, it will disable the fields.
Deleting
Expenses:
You can delete an expense directly from within the Expenses Reports folder - Archived tab.
Invoices and supplier statements:
To delete an archived invoice or a supplier statement, you first need to Reject it. You can delete the invoice or statement from the Rejected tab.