How Does Archive or Delete Work?

• Active
• Archived
  • Archived Content
• Deleted
  • Deleted Content

Active

• Fully functional
• Active data appears in all of your lists and Reports
• Active Clients towards your Client limit on all plans

Archived

• Archiving things is a great way to shorten your lists (e.g., paid Invoices can be archived and all other invoices can remain in the active view)
• Archived Clients towards your Client limit on all plans
• Archived Recurring Templates and Retainers will continue to generate Invoices
• Archived Expenses will continue to appear in Bank Reconciliation
• Archived Projects will be viewable but you'll no longer be able to track time to it
• Anything archived will not appear in lists (like Invoices, Expenses, Projects, etc), but will appear in Reports and in searches
• Can be unarchived for later use

1. Go to the section (e.g., Invoices or Expenses)
2. Check the box(es) off next to the content you want to archive
3. Click on the Bulk Actions button
4. Select Archive
   
5. View your archived content by clicking the View Archived [Section] button (e.g., View Archived Projects).
   
   

Archived Content

1. Go to the section (e.g., Invoices or Expenses)
2. At the bottom of the list, click on the View Archived [Section] button (e.g., View Archived Invoices)
3. Check off the box(es) next to any archived content
4. Click on the Bulk Actions button
5. Select Unarchive to restore it back to the main list.

Deleted

• Will not appear in any lists
• Completely inactive, but can be undeleted for later use
• Deleting Clients will not delete their past Invoices or payments associated with them
• Deleted Clients do not count towards your Client limit on all plans
• Deleted Projects and deleted Team Members' time entries will remain associated to them, and you can still bill for their entries later and view their time entries on the Time Entry Details Report
• You can also run Reports on deleted Clients if All Clients are selected, but you will not be able to run any filtered reports on a deleted Client specifically
• Deleted Sent Emails will still remain accessible
  
  

1. Go to the section (e.g., Invoices or Expenses)
2. Check the box(es) off next to the content you want to delete
3. Click on the Bulk Actions button
4. Select Delete
   
5. View your deleted content by clicking the deleted link at the bottom of any list.
   

Deleted Content

1. Go to the section (e.g., Invoices or Expenses)
2. At the bottom of the list, click on the deleted link
3. Check off the box(es) next to any deleted content
4. Click on the Bulk Actions button
5. Select Undelete to restore it back to the main list.