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PSA Business management
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  1. Heeros Help Center
  2. Archive

Archive Back to upper level

General description

  • What is the Archive
  • Archive views

Implementation

  • Creation of a new archive and access rights

Settings

  • System settings - General information
  • Naming of cost objects
  • Maintenance of categories
  • Changing the existing document's reading and editing rights

Invoice archive

  • Invoice archive structure
  • Invoice search function
  • Invoice row search
  • Invoice basic information
  • Invoice approval information
  • Audit function
See all 8 articles

Document archive

  • Document archive structure
  • Adding a new document
  • Document basic Information
  • Document reading and editing rights
  • Document reminders
  • Document search function
See all 10 articles

Exporting archive data

  • Saving data to cloud service or external media
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