Archives and Records
Use archived cycles, notes, and export tools to keep a clear operating history for your community.
Quick start
1Open Archives from the dashboard navigation.
2Choose a group to inspect past cycles.
3Add notes to archived cycles when context matters later.
4Use archive history together with statements for reporting and reconciliation.
Build an audit trail
Archived cycles and notes make it easier to answer questions later about who paid, when a cycle closed, and what decisions were made during that period.
- Select a specific group before reviewing archived records.
- Use notes to explain unusual situations or exceptions.