The customer can order the archive material saving work from Heeros when customership has ended. The saving work includes all material found in the Archive. It is important to note that the customer is responsible for archiving the necessary invoices and documents before ordering the work. The customer must also ensure that all attachments are linked to vouchers or invoices and that there are no unprocessed invoices or bank statements left in the Link. Below you will find application-specific instructions for archiving invoices and documents.
Instructions for customer removal from the Heeros environment can be found here
Purchase and travel Invoices
- Archiving invoices - To be Transferred – To Archive view, select the invoices and press Archive. Read more here
- Archiving reports - Purchase invoice journal and Travel expenses journal
- Archiving bank statements - In the Purchase ledger - Bank statements view, select the bank statement and click the Archive button
Sales Invoices
- Archiving invoices – Invoices are archived automatically after they have been sent. Check that there are no invoices left in the Incomplete, Completed, or Sending statuses.
- Archiving reports - Accounts receivable
Accounting
- Archiving bank statements – see instructions here
- Balance Sheet and Profit and Loss Account
- Other reports - Events – Open – Reports view. Select the report and choose Save to Archive. See the printing principles for the reports here
Balance Sheet and Profit and Loss Account: In the Events – Open – Reports view. Select report from the list and set the period filter. Select Save to Archive and change the report title if desired, choose Archive Category in Archive/create new. Print the report in PDF format and the report will be saved to the Archive.
Archive
- Archiving documents - see instructions here
eReceipt
- Please process open eReceipts. eReceipts are not archived until they are linked to an archivable voucher, i.e., directly to accounting or a purchase invoice.