Adding an update to the ReChive entries

A Rechive entry would often need some follow-up and further processing. Also, in many organizations or workflows, the process of final review and approval is delegated among different members. To solve this problem, each Rechive entry has a status that can be changed via an update.

Entries will initially have the “Pending” status meaning they require some further action or review. The “Pending” status is recognizable by their yellow status bubbles.

To add an update to an entry, you need to navigate to the entry's detail page and click on the "Add an update" button. The available actions depend on the type and the current status of the entry.

If the status of the entry has not changed and you simply want to add an update to the entry, you can click on the “Add a note” button which allows you to add a note or upload a file to the entry without changing the status of the entry.

Once the entry requires no further action, you can change the status to “Done”. The entries with the “Done” status will not appear in the “Pending” tab of the Rechive page and you will not receive any notifications on their due dates.

While adding an update, you can provide an optional summary and a note for the update and upload any files related to the update. In some cases such as the “Done” status, you might need to select the date of the update. The date indicates the date when the action was completed.

Recording a payment for an invoice

If the entry is an invoice, one of the next action buttons is “Record payment” which can be used to record the financial transaction made for the invoice. Here, you need to select the date of the payment.