Note: Take these actions outside of a request round.
- Select the boxes next to the accounts or itemizations you want to take action on in the worksheet.
- Select the Bulk Actions button and choose the Archive Items option to begin the process.
- Select the Archive Items button to complete the bulk archive process. If you toggle off Archive both accounts and itemizations, itemizations will be archived, and the accounts themselves will remain active. Note: To reverse this action, add the archive column from the General Information section of the Column Menu to the worksheet and filter by Archived = Yes. Then, select the archive accounts or itemizations and utilize the Restore Items bulk action.
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