Archive opens in the current month. For older documents, choose the right year and month, then folder or category. Drafts stay in the application where prepared. Add folder creates a folder at the current location; check the location before saving.
Supporting documents
- The filename, period or project where you are searching.
Choose folder, period and filters
- Open Archive and choose the corresponding year, month or folder. Check the displayed location before searching for an older document.
- Narrow by file type or category in Accounting documents. Show more allows choosing categories outside the first positions.
- Scroll for subsequent files or use Load more. Open preview to identify the exact document.
- For a new grouping, enter the desired location and choose Add folder. Enter an easily recognised name and check the created folder.
You found the document in the right period and location or prepared the folder needed for organisation.
Related resources
Practical example
You need Atelier U2 SRL's September contract, but Archive opened in October. Choose September and the contracts folder. For a new project, check the current location before creating a folder.
Frequently asked questions and solutions
Archive seems empty, but I have account documents.
Check month, folder and active filters. Search the document's period and Trash too. For a draft, return to the originating application.
The document is organised in the wrong month.
Compare the date with the original. For an eligible file, use Document date and read the warning. Documents with posted entries or closed periods are corrected in Accounting first; issued documents are corrected at source.