You can move costs, sales, and expense claim items in and out of the Archive manually at any time. Items also move to the Archive automatically based on your archiving settings.
When items are archived automatically
By default, Costs and Sales items move to the Archive automatically after they've been published or added to an expense claim. You can also set items to archive automatically after exporting to CSV or PDF.
To change which actions trigger automatic archiving, go to Business settings > Automation and scroll to Archiving.
Archive an item manually
To manually archive items, you can use either the Inbox or the Item details page.
From the Inbox: Select the checkbox next to the item and select Archive.
From the Item details page: Open the item and select Archive at the top of the page.
Unarchive an item
To unarchive items, you can use either the Archive or the item details page.
From the Archive: Select the checkbox next to the item and select Unarchive. You can select multiple items to unarchive them in bulk.
From the item details page: Open the item from the Archive and select Unarchive at the top of the page.
Publishing data when unarchiving
If your account is connected to accounting software, you'll be asked whether to clear publishing data when unarchiving an item.
Publishing data is the record that Dext has already published the item to your accounting software. How you respond affects what you can do with the item after unarchiving:
Clear publishing data - the item returns to the inbox and can be published again as a new transaction. This may create a duplicate in your accounting software. See How to republish an item for guidance on avoiding duplicates.
Keep publishing data - the item returns to the inbox but cannot be published again. It will show a publishing error.