About archives, Creating Archives, and Deleting Archives

Archives contain a frozen snapshot of an organization's data allowing a user to view the organization's information as if it were the date the archive was made.

To create an archive of your current data (administrators only):

1. Go to "Other Info" -> "Archives"
2. Click the symbol....and the archive is done.

To add a custom name to an existing archive (administrators only):

1. Go to "Other Info" -> "Archives"
2. Click the symbol.
3. Enter a name (or change/delete an existing name).
4. Click Update

To delete a previously created archive (administrators only):

1. Go to "Other Info" -> "Archives"
2. Click the symbol by the archive you want to delete

IMPORTANT NOTES REGARDING ARCHIVING

If you use RefTown's invoicing features AND plan to use RefTown's 1099 services, you must ensure that your settings of what should and should not be included in the 1099 amounts are correct prior to creating the archive.