Archiving a Receipt or Statement Template

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  1. Hover over Finance in the menu on the left
  2. Then click on Receipts
  3. Then click on Maintain templates
  4. Click on the Action drop down on the right of which template you want to archive, and click Archive
  5. To check it has been archived, you can tick the checkbox show archived templates

These steps are the same for Statement Templates and Receipt Templates.

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