This feature wasn’t highly requested, but it’s a great organizational tool that I’m sure many of you will find useful.

I’ve noticed that many our longtime customers have hundreds of people and clients inside their accounts. Over time this can definitely clutter the interface. It’s definitely no fun to have to scroll past clients you worked for years ago, just to select your newest one to invoice.

Because of this, we’ve added the ability for you to archive clients and employees.

All archived contacts are hidden from selection lists and other places in the UI where it makes sense, but there are some nuances which I’ll explain below.

Archiving Client Companies

If you archive a company, all projects and estimates will also be closed for that company. All people within that company will also be archived – but they’ll still be able to login and view invoices and pay them if they happen to have some outstanding.

Archiving Employees

Lots of customers have emailed me asking what to do with former employees. Before today my advice was usually “change their password so they can’t login”. I realize that’s not the most elegant solution.

Instead of deleting a former employee or changing their password, it’s more wise to archive them. Archiving an employee prevents them from logging in and will hide them from project and timesheet lists. You can still report on their old time entries and expenses without a problem.

Archiving and Billing

Let me make it very clear that archiving employees or clients does not affect your bill. Those metrics are still based upon employee logins and clients invoiced within an active billing period.

As always, let us know if you have any questions.