Sage Intacct Paperless includes the functionality to move older files to an “archived” state.
When documents are archived, documents are marked as "archived". Physical document files may be moved to a new storage location and documents are no longer included in the “production” searches in Document Search.
The primary reason for archiving documents is because older files from previous years may “clog up” searches. Archiving older documents takes them out of Production Only searches. Users can specifically choose when to search (and view) archived files.
Important
•Archiving only impacts document data; it does not impact invoice data.
•When the archive job runs, the files will not move but the document data will be modified to indicate the document is "archived".
Document archiving can be run manually or on an automated schedule. (Refer to Manual Archiving and Automatic Archiving)
Retention and Archive periods for each individual document type are set at the Global Settings, Document Types, level. Click here for details.
1.From My Paperless, click Vault Settings.
2.In the Vault Settings navigation bar, click Retention.
3.From the Retention dropdown, click Archive Documents.
The Archive Documents page displays with any currently scheduled archive jobs displayed in the grid as shown below.
•To edit existing archive jobs or set up a new archive job, see Automatic Archiving or Manual Archiving.