Overview
The "Archive on Upload (Not Uploaded to Your Accounts Package)" feature allows you to automatically archive documents for selected suppliers instead of uploading them to your accounting package. This is useful when you need to retain documents but don’t want them processed through your accounts system.
How to Enable the Archive on Upload Feature
1. Activate the Archive Package
To enable this feature, you must have administrator access.
- Go to Company Settings
- Open the Packages & Add-ons section
- Find the package titled "Archive on Upload (Not Uploaded to Your Accounts Package)"
- Select and activate the package
2. Enable for Specific Suppliers
After the package is active:
- Go to the Supplier Rules for the relevant supplier
- Enable the setting:
"Archive on Upload (Not Uploaded to Your Accounts Package)"
Note: When this setting is turned on for a supplier, none of their documents will be uploaded to your accounts package—they will only be archived.
Additional Notes
- Once you click ‘Upload Now’ in the Upload Wizard and documents are marked as Archived, this action is irreversible.
- This setting applies to all documents for the selected supplier.