Our archiving feature gives you the ability to remove a transaction from view in the Management Portal while still maintaining a complete record of it in our system.
How to archive a transaction
You can archive a transaction from either the Transaction List or the Transaction Details screen:
- In the Transaction List click on the 3-dot menu to the right of the transaction that you wish to Archive. Click [Archive] . A message will appear asking you to confirm your choice. Click [OK]. The transaction will disappear from view, but is retrievable.
- In the Transaction Details screen, the Archive button can be found at the bottom of the screen. Click [Archive]. A message will appear asking you to confirm your choice. Click [OK]. The transaction will disappear from view, but is retrievable.
See and search for archived transactions
On the Transaction List page click the arrow icon to the right of the [Search] button. This will expand to reveal search and filtering options. To see all archived transactions slide the [Show Archived] toggle to the On position.
To search for archived transactions the [Show Archived] toggle first needs to be in the On position. Use the filters to narrow down your view to the specific transaction you are looking for.
Having trouble seeing archived transactions?
If you've turned the [Show Archived] button to On but still can't see the transaction you are looking for, check if any filters have been set that may be hiding it from view. You can choose to either clear the filters directly from the filter fields, or slide the [Apply Filters] toggle to the Off position.
Unarchive a transaction
You can Unarchive a transaction from either the Transaction List or the Transaction Details screen.
To Unarchive a transaction you must first search for it using the instructions in See and search for archived transactions. Once you have located the archived transaction in the Transaction List, click on the 3-dot menu to the right of the transaction and click [Unarchive]. The transaction will be restored to the Transaction List.
An [Unarchive] button is available at the bottom of the Transaction Details screen too.