Archiving Timecard Data in SpringAhead Follow

If you need to export timecard and invoice data but bypass the integrated accounting system, an admin can export this data directly to the Archive. The process for exporting data is the same whether you're on the Invoice page or the Payables page. Once the data is archived, it can be re-exported to the accounting system if needed, or exported as a batch PDF just like any previously exported data.

Here are the steps to export data to the Archive:

Step 1: From the Review page, click the Approve tab and select the timecards you want to archive:

Step 2: Check the box next to each timecard you want to archive.

Step 3: Set the export destination to Archive (None) and uncheck the Include Time Card box.

Step 4: Click the Export button to send the selected timecards to the Archive.

To access the archive, go to either the Invoice or Payables page (whichever page was used to archive the data) and click the Previous link to view the archived data: