Bulk Archiving

This article explains how to archive jobs in bulk to manage your job records effectively. You will learn the necessary steps to complete this process within the application.

To start, navigate to the Account Settings page under Admin.

On this page, search in the settings for Archive. You can also scroll to the General Section, and you will see the option Archive Zero Balance Jobs Prior to Date. This will automatically close jobs with no open balance whose transaction occurred prior to the date specified. To start, click Configure.

Here we'll load a menu with the first option being to select a date. We will select your archive date. As you can see, nine jobs are found with no open balance that can be archived.

You can click here to view the jobs. Click continue to move to the next screen.

With the jobs that are selected, if you have confirmed that they are the ones that you want to archive, you can click the archive option.

This will archive all jobs with zero balance prior to the date selected on the previous page. You will get a confirmation message saying that to confirm that you want to do this, click OK to complete

This will archive the jobs, updating their status to Archived/Closed. This may take a moment to process.

Once the process is complete, the jobs on the jobs page will be marked as archived.

We hope this Tutorial has been helpful in archiving jobs in bulk.