Statements - The Dashboard - Archive a Statement

If needed, you can archive, restore, and/or delete a financial statement. 

Archive a Statement 

There are two options for archiving. Let’s cover those options below. 

Option 1: Bulk Actions

1. To archive multiple statements at once, select the checkboxes next to the statements you want to archive. 
2. Then select the Bulk Actions button. 
3. Then select the Archive Statements option. The statements will automatically be moved to the Archived View. 

Option 2: Actions Menu of the Statement

1. To move a statement, select the Actions icon (three dots)that is located on the right-hand side of that statement row. 
2. Then select the Archive option. The statements will automatically be moved to the Archived View. 

Restore Archived Statements

There are two ways to restore archived statements. 

Option 1: Bulk Actions

1. To restore multiple statements at once, select the checkboxes next to the statements you want to restore. 
2. Then select the Bulk Actions button. 
3. Then select the Restore Statements option. The statements will automatically be moved to the Active View. 

Option 2: Actions Menu of the Statement

1. To move a statement, select the Actions icon (three dots)that is located on the right-hand side of that statement row. 
2. Then select the Restore option. The statements will automatically be moved to the Active View. 

Delete Archived Statements

Additionally, if you want to remove a statement permanently, you can choose to delete a statement. 

1. To delete a statement, select the Actions icon (three dots)that is located on the right-hand side of that statement row. 
2. Then select the Delete option. 

Select the Yes button to confirm that you want to delete the statement.