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The File Archive option will not be visible in the Utilities menu unless the user has been granted the MODULE_FILE_MONTHLYREPORT_VIEW and MODULE_FILE_FISCALYEARREPORT_VIEW permissions. USAS_RO, USAS_to USAS_RO or USAS_REQ roles without the USAS_FILEARCHIVE role added to the user. The USAS_STANDARD and USAS_MANAGER roles contains contain these permissions by default with the MODULE_FILE (complete access) role. |
To view archived data, go to UTILITIES/File Archive
The File Archive option has three tabs:
- Monthly Reports Archive: Contains reports associated with a specific month/period including those imported from Classic's Historical MONTHLYCD and those generated by the SSDT Monthly Reports Bundle
- Fiscal Year Reports Archive: Contains reports associated with a specific fiscal year including those imported from Classic's Historical FISCALCD and those generated by the SSDT Fiscal Reports Bundle
- Calendar Year Reports Archive: Contains reports associated with a specific calendar year generated by the SSDT Calendar Year End Reports Bundle and those files generated by the 1099 Extracts program.
The user will be able to see a listing for "sets" of files. For instance, Fiscal Year Reports Archive will have a list of fiscal years - when they select a fiscal year, a listing of the individual files will be available in the highlight viewer (when a row is selected) and then the user will be able to download individual files.
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In order for the Classic historical sets of files to be displayed in this option, they must first be imported in to the Redesign using the File Import option under Utilities or generated and sent to the File Archive via the Report Bundles. |
Monthly Reports Archive
If the SSDT Monthly Reports bundle is enabled, a Monthly Reports Archive will be added to this grid each time a Posting Period is closed. Classic MONTHLYCD Archives can also be imported for previous periods.
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