For practices integrated with Xero Practice Manager, if a client is archived in Xero Practice Manager, that client is marked as archived in FYI. To display archived clients, from the Clients workspace, select the Status filter as "Archived". Refer to Archived Clients.
Any emails or documents for that client will still remain under the archived client's name.
If you need to file any documents under an archived client this can be done. Refer to Saving documents to Archived Clients.
Restoring an Archived Client
To restore an archived client, this can be done through Xero Practice Manager.
- Go to the Clients tab.
- Click on Archived from the drop-down menu.
- Enter the name of the client you would like to restore and search.
- Once you're in client's page, click on the Options button at the right side and select Restore.