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How to Archive Transactions

Learn how to archive transactions that are irrelevant or outdated to keep your records organized and audit-ready.
Updated 5 months ago

The Transaction Archives feature gives you granular control over your data by letting you remove outdated or irrelevant transactions—either individually, in bulk, or by entire integration—so your records stay organized, accurate, and audit-ready. 


Step-by-step guide:

1. Log in to the Kintsugi App.

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2. Navigate to the Transactions section.

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3. Find the transaction you want to archive and click the three arrows next to it. You will see the "Archive" button in red text. Click it.

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4. A Confirmation Dialog will appear; click the Confirm button to proceed. Make sure that you are archiving the correct transaction.

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  1. A pop-up message will confirm the successful action.

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  1. Once the transaction is archived successfully, it will disappear in the Transactions view.

That’s it! Archiving transactions is as simple as that.


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