Editing or Archiving Books

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If you no longer need a book as originally intended, you may want to either rename the book to better summarize its activity or archive it entirely to prevent any further use.

To edit or archive a book,

  1. Click on the gear icon to open your Settings view.
  2. Scroll down the navigation menu on the left and select “Books” under the Ledger section.
  3. To the right of the book name, click on the action buttons to make changes.
    • Click the pencil icon to edit the book's name and click "Save" to save those changes.
    • Click the box icon to archive the book, hiding it from reports and other views. An archived date will show in the "Archived at" column.
    • Click the box icon again to unarchive the book. This will remove the "Archived at" date.

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