Objective

This article will show you the steps required to send previously published files to your Archive. This feature is useful for clearing your Inbox of historical documents!

Applies To

  • Purchase invoices

  • Sales invoices

  • Supplier Statements

  • Expenses

Procedure

In order to manually archive your documents, you will need to do the following:

  1. Click the boxes next to the items in the inbox. You can click these individually or you can select all by clicking the box at the top left corner.

  2. After you select your files, you will need to click the Actions drop-down menu where you will see the option to Archive the items (you will also be able to Reject, Move, and Publish the invoices here if necessary).

  3. Once you select Archive, your invoices will move to the Archived folder.

Additional Information

  • If you would like your invoices to automatically move to the Archived folder after publishing to your accounting software you can check out this article here.

  • If you would like to un-archive your invoices, click here.

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