Objective

This article will show you the steps required to send previously published files to your Archive, or to move a file from the Archive back to the Inbox. The Archive feature is useful for clearing your Inbox of historical documents!

Applies To

  • Purchase invoices

  • Sales invoices

  • Supplier Statements

  • Expenses

Procedure

How to Archive

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.

How to Unarchive

To move one or more documents back to your Inbox, please follow these steps:

  1. Click the box to the left of any document to tick it.

  2. An Actions drop-down menu will appear near the top of the folder. When you click on it, select Unarchive to send the file(s) back to the Inbox.

If you need to move all documents back to your Inbox, you can do so by following these steps:

  1. Click the box at the top left corner of the Archive to trigger the selection menu. There you can select either All documents, only Published documents, or only Unpublished documents.

  2. When you select All (for example), the boxes next to all the invoices on the first page will become ticked. To select all remaining invoices from other pages, click Select remaining invoices on the yellow alert bar across the top of the page.

  3. An Actions drop-down menu will appear near the top of the folder. When you click on it, select Unarchive to send the invoices back to the Inbox.

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.

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