Archiving and Restoring a Company

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Understanding how to manage the Archiving and Restoring process for a company in your system is pivotal for maintaining an organized and efficient database. Archiving a company will hide it from your active list but retain all its associated records safely in case you need to access them in the future. This article provides instructions on how to archive a company, including prerequisites, as well as how to restore a company when required.

Before You Archive a Company

There are important preparation steps to take prior to archiving:

  • If the company has linked properties, tenants, contacts, or transactions, you won’t be able to archive the company. 
  • It is essential to turn off the invoice generator to prevent any automated billing processes for the company you are archiving.

How to Archive a Company

To archive a company, follow these steps:

  1. From your dashboard, navigate to the Settings menu.
  2. Select Manage Companies.
  3. Choose the company you wish to archive from the list provided.
  4. Click on the red Archive button positioned in the lower-right corner of the company's section.
  5. To proceed with archiving, confirm by selecting Archive this company.


Restoring a Company

Should you need to restore an archived company to active status, here’s how:

  1. Access Archived Companies by clicking on the corresponding tab at the top of your companies list.
  2. Locate the company you want to restore.
  3. Click the Restore button next to the company's name.

You've now successfully restored your company to the active companies list.


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