Move invoices directly to Archive

Owned by Rachael McMullen
Aug 09, 2023
1 min read

You may complete a bulk move of ALL your invoices in Inbox and send them directly to Archive, skipping the approval and payment process of the invoice.

  1. Click on the action button Massive Move to Archive - WKF.

  2. Click Start to begin the process.

An AP Export will NOT be created for the invoices.

  1. Confirm the Move To drop down is populated with Archive

  2. Enter a reason as to why the invoices are being archived.

  3. All the invoices in the Inbox will be auto-selected!

  4. Click Send to complete the workflow.

 


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