The Archive feature allows you to move your files from your Inbox to the Archive folder. It allows you to clear your files after you've processed or published them.
📌TIP: If you only want to see the unpublished invoices in your Inbox, you can also use the Published or Unpublished view filter. The archive option will move the documents entirely out of the inbox.
📎NOTE: The Archive feature is available in the Sales, Purchases, Supplier Statements and Expenses Reports folders. It doesn't apply to the Bank Statements or File Management folders.
How to archive a document
Go to the relevant Inbox tab.
📎NOTE: The Expenses tab serves as the inbox for the Expense Reports folder.
Tick the boxes next to the items in the inbox to select them.
You can click these individually, or you can select all by clicking the box at the top-left corner.
After you select your files, you click the Actions drop-down menu.
Click Archive.
Your invoices will move to the Archive folder.
📌TIP: If you want your invoices to move automatically to the Archived folder after publishing to your accounting software, you can use the Auto-Archive feature.
Unarchive a document
Once a document is in the Archive folder, you can unarchive it at any time. This will move it back to your Inbox.
Go to the Archive folder.
Select the documents.
Click Actions.
Click Unarchive.
The document will move back into the Inbox.
📌TIP: If you need to republish a Sale or Purchase invoice that is in the Archive folder, you'll need to unarchive it first. You can then publish it from the Inbox again.
Common issues
You can't archive an Expense if it's in an expense report. You need to remove the expense from the Expense report first.