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Inbox overview

How to use the inbox subfolder within your AutoEntry folders.

Marie-Helene Sheeran avatar
Written by Marie-Helene Sheeran
Updated this week

The Inbox is where you can review, edit, approve or publish a document after it's extracted. An Inbox is available within the following folders:

  • Purchases

  • Supplier Statements

  • Sales

  • Bank Statements

📎NOTE: There's no Inbox option within the Expenses or File Management folders.

The following features are available once your documents are in the Inbox.

View / Edit

Click View to open and edit a single document after extraction.

Dropdown selections

Depending on the folder, you can select the suppliers, customers, tax codes and categories directly from the Inbox list. You don't have to open each document to select those.

Selection box

The selection boxes allow you to select multiple documents and activate the Actions dropdown.

Actions button that appears after selecting multiple documents.

You can also select the checkbox underneath the folder name to be able to select or deselect all documents.

📎NOTE: In the Purchases folder, you can also filter invoices with the published or unpublished status.

Select all the options within the Purchases folder.

Actions

The following actions are available depending on the folder or set-up:

Approve or Publish

Once you've filled the different fields for the invoices, you'll be able to publish or approve them:

  • Publish - When integrated with accounting software

  • Approve - When not integrated with accounting software

📎NOTE: These actions are only available for the Purchases and Sales folder.

Move

If you've uploaded Sales or Purchase invoices into the wrong folder, you can move them to another folder.

📎NOTE: This action is only available for the Purchases and Sales folders.

Archive

Invoices will remain in your Inbox unless you Archive them.

You can archive your invoices manually from the Action drop down. This will move the invoices from the Inbox to the Archived folder.

📎NOTE: Archiving allows you to clear your Inbox of any invoices you've published successfully.

📌TIP: You can also enable the Auto-Archive option to move the invoices automatically once published.

Reject

You can also Reject documents manually from the Inbox. They’ll move from the Inbox to the Rejected subfolders.

Download

You can download your invoices to various formats:

📌TIP: If you can't see a document in the Inbox, visit our article, Document doesn't appear in the Inbox.

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