Archive

In the archive you search for documents that have already been processed or are currently in another step. Open it with Archive in the main menu.

You see the documents you have read rights for. These are usually the documents you were involved in, for example because you did the accounting or approved them. Accounts payable usually sees all documents.

Archive with the filter row below the table header and the item line filter open

Searching and filtering

• Filter row: below the table header, enter a search term per column, for example a supplier, an invoice number or a barcode.
• Filter icon in the column header: selects values from a list, for example a certain status.
• Sorting: click a column header.
• Item Line Filter: this button lets you filter by data from the item lines: Accounting description, Account, Costcenter, Project and more.
• Show own Invoices / Show Invoices of all Users: with the corresponding permission you can limit the list to your own documents.

Show and hide columns with the column chooser, as in the task list.

Tip

For a quick search, two pieces of information are usually enough, for example supplier and invoice date or amount.

Viewing a document

Click a row. The document opens for viewing. The top shows which step it was in last. You see the same tabs as in a task, but you can no longer change the flow. Close takes you back to the archive.

• The History tab shows what happened to the document, when and by whom, see Document history.
• On the Documents tab you can download the invoice and also add files afterwards, for example email correspondence.
• On the Comment tab you can still write comments.

Exporting

With the corresponding permission, select documents, right-click and choose Data export.