Archiving invoices from previous tax years

[resilience]

Is it possible to archive or move invoices from previous financial years into a different places to more clearly see the current tax year data? Many thanks

[Joshua Barrs]

Hi Resilience,

Apologies for the delayed response.

There is currently no way to ‘archive’ financial data. We would recommend in this case that any time you are searching on financial data, use the date filter that allows you to search on ‘On or After’ a certain date. That way, everything will be filtered for you.

[Author]

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