The Archive utility allows you to archive General Ledger source documents as well as attachments from Accounts Receivable, Accounts Payable, and Purchasing Management. The archiving process lets you download a zip file of the items you are archiving. Once archived, these items are removed from your database.
- Select the From Date and To Date from which you wish to archive. Then select which Items To Archive. Your selection also determines the searching parameters of the date range:
- Journal Source Documents: searches the Journal Date.
- AP Transaction Attachments: searches the Transaction Date.
- AR Invoice Attachments: searches the Invoice Date.
- Purchasing Management Attachments: searches the Date Issued.
- Click Archive to begin the procedure, or click Cancel to return to the dashboard. You are prompted with the number of items in the selected date range. Click Yes to move forward or No to cancel.
- When prompted to download the zip file, save it to a location of your choosing. After it has been downloaded, confirm that it contains the proper information. The zip file contains your attachments or source documents, along with an identifying text file containing a code. Note: For reference purposes, we advise you do not to delete this file.
- Once you have confirmed that your files downloaded properly, click Finish to remove/archive the items from your database, or click Cancel to leave the items in your database.
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