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Archiving Accounting Settings for Non-Integrated Entities

In Tofu, non-integrated entities can archive accounting settings instead of deleting them. Archiving preserves historical extractions while preventing outdated settings from being used in new work.

Jessica Beronque avatar
Written by Jessica Beronque
Updated over a week ago

What Does โ€œArchiveโ€ Mean?

Archiving removes a setting from active use without affecting past data.

Archived settings:

  • Remain visible on historical extractions

  • Cannot be selected for new extractions

  • Can be viewed again by enabling Show archived

This approach is safer than deletion and helps maintain an auditable record.


What Can Be Archived?

  • Accounts

  • Tax Rates

  • Contacts


How to Archive an Accounting Setting

  1. Go to Settings โ†’ Accounting

  2. Select the category you want to archive: Accounts, Tax Rates, or Contacts

  3. Choose the specific item you want to archive

  4. Click Archive and confirm

The item is immediately removed from active selection.

๐Ÿ’ก Tip: You can unarchive items at any time by enabling Show archived and reversing the action.


Viewing Archived Items

  1. Open Settings โ†’ Accounting

  2. Enable the Show archived toggle

Archived items appear as read-only and cannot be selected for new documents.


How Archived Settings Behave in Extraction Review

  • Archived settings may still appear on existing extractions that previously used them

  • Archived settings cannot be selected for new or edited extractions

This ensures historical accuracy while preventing accidental reuse.


Why Tofu Uses Archiving Instead of Deletion

Deleting accounting settings can cause issues with older transactions and reporting.


Archiving provides a safer alternative that keeps your data consistent, auditable, and intact.

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