How Do I Archive an Extracted Vendor Invoice?

There will be occasions when you have Extracted Vendor Invoices in your queue that you prefer not to Process into a Vendor Invoice ready for Audit. Additionally, you may not want them cluttering up the Extract - OCR Vendor Invoices index page. In these cases, Discovery provides you with a method to Archive them.

Archiving an Extracted Vendor Invoice does not remove it from Discovery, but rather hides it from view and prevents Processing. You can view it at any time by choosing to display Archived Vendor Invoices through the provided filter on the Extract - OCR Vendor Invoices index page.

Archived Invoices are hidden by the default filters applied to the Extract - OCR Vendor Invoices index page. To include Archived Invoices, select Included Archived.

There are two methods to Archive an Extracted Vendor Invoices: Individually and Bulk.

Archive Individually

To Archive Extracted Vendor Invoices individually, please follow these steps:

1: Click on Invoicing.
2: Click on Extract.
3: Use the Search and Filter options to locate your target Extracted Vendor Invoice.
4: Click on Edit.
5: Click on the Archive button.

Archive in Bulk

If you have one or more Extracted Vendor Invoices, you may elect to Archive them in bulk. To do so, please follow these steps:

1: Click on Invoicing.
2: Click on Extract.
3: Use the Search and Filter options to locate your target Extracted Vendor Invoice(s).
4: Click the checkbox to the left of each Extracted Vendor Invoice you wish to Archive.
5: The Archive button above the table will activate if all selected Extracted Vendor Invoices are eligible for Archiving (not currently Archived). Click the Archive button.