Archive Accounts

Archive Accounts

How to archive accounts?

To archive accounts, click on the green filing cabinet that appears to the far right of the account under "Chart of Accounts";



This will archive the account from the date that had the last actual or budget value. Therefore it will still appear in the reports if an actual or budget value exists. 

How to restore archived accounts?

To restore an archived account, select "archived" from the drop down filter and click on the black filing cabinet;