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Simetrik Academy (EN)
  • 🏡Simetrik Academy
  • 📺Youtube • Simetrik
  • 🚀What's new
    • Transformations improvement
    • Groupings
      • Cumulative groupings
    • Crossover rules
    • Link to Quicksight
    • Archive reconciliations
  • 🦮Quick guide
    • Create your first reconciliation
    • Accounts and workspaces
      • Account creation
      • Auth0 Guardian Authentication
    • 1. Prepare your sources
    • 2. Configure your crossover
    • Glossary
    • Folder manager for sources, reconciliations and dashboards
    • 3.Check your results
  • 📄Sources
    • Uploading TXT files
    • Sources management
    • Updating sources
    • What can you find in your source?
      • Automatic duplicates column
      • Automatic columns
      • Applying Filters
      • Reconcilable Groups
      • Groupings
      • Transformation columns
      • Duplicate columns
    • Deleting multiple files
    • Automatic columns
    • Join of sources
  • 🔁Reconciliations
    • Creation of crossover keys
    • Collisions
    • Modification of crossover keys
    • Reconciliation sweeps
    • Sweep robustness
    • Tolerance and non-equal keys
    • Edit reconciliation
    • Manual reconciliations
    • Crossover Types Configuration
    • Chained reconciliation
    • Reconciliation tables
    • VLookUp column
    • Validation of amounts in Manual Reconciliation
    • Record adjustment
    • Archive reconciliations
    • Multiple manual reconciliations
    • Reconciliation Folders
    • Status of a reconciliation
  • 📊Dashboards
    • Dashboards name edition
    • Reconciliation Percentage
    • Custom dashboard
    • Pivot table
    • Delete Dashboard
  • 🔔Alarms
    • Alarms and notifications
  • 🔌Integrations
    • What is an integration?
    • Types of input integration
      • SFTP
  • Training session
    • Training of Trainers
  • FAQ & Tips
    • ❔FAQ
    • 🎇Tips
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  • How to archive a reconciliation?
  • Step 1 - Select the reconciliation to archive
  • Step 2 - Confirm the operation

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  1. Reconciliations

Archive reconciliations

This functionality will allow you to archive the reconciliations that you no longer want to have in your workspace.

What is the use of archiving reconciliations?

In Simetrik archiving works like deletion since we do not see the source or the reconciliation that we archive, the difference is that in the process of archiving the source or the reconciliation can be recovered by filing a support ticket.

How to archive a reconciliation?

Step 1 - Select the reconciliation to archive

Place your cursor on the reconciliation you want to delete, several buttons will appear in the bar to the right, click on the bin as indicated in the image.

Step 2 - Confirm the operation

A window will open where you will be asked if you want to confirm the operation. Click confirm to archive the reconciliation.

Note: You will not be able to archive reconciliations that are being used in other reconciliations

PreviousRecord adjustmentNextMultiple manual reconciliations

Last updated 2 years ago

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