The Inbox is where you review, edit, and validate documents after extraction. You can then:

Approve documents if you're not integrated
Publish documents if you're integrated with accounting software

Inbox locations

An Inbox is available in these folders:

Purchases
Supplier Statements
Sales
Bank Statements

📎NOTE: There's no Inbox in Expenses or File Management. Files you upload move as follows:

Expenses to the Expenses tab
File management to the Root folder

During extraction

After upload, AutoEntry processes the file before it appears in the Inbox. You receive a message that confirms processing is in progress.

To check progress:

Open the Activity tab, then confirm the extraction completes successfully

📌TIP: To find a file during processing, change the All statuses filter to show Processing.

Inbox features

Once extraction completes, the document appears in the Inbox. You can then use the following features.

View/Edit	Select View to open and edit a document.
Dropdown selections	You can select values directly from the Inbox list, including: Supplier Customer Tax code Category You don't need to open each document.
Selection boxes	Use selection boxes to: Select multiple documents Enable the Actions dropdown You can also select the checkbox at the top of the list to select or clear all documents.
Status filter	In the Purchases folder, filter documents by: Published Unpublished Archive published documents to keep your Inbox clear. You can also enable auto-archive to move documents automatically.
Approve or publish	After you complete all fields: Select Publish if you use accounting integration Select Approve if you don't use integration Approve and Publish are only available in: Purchases Sales
Move	Move documents if you upload them to the wrong folder. This option is only available in: Purchases Sales
Archive	Move documents from the Inbox to the Archived folder. This helps you focus on documents that need processing. Enable auto-archive to move documents automatically.
Reject	Reject documents to move them to the Rejected folder.
Download	Download invoices in all supported formats.
Search	You can search for documents in three ways: Filter by Status: All statuses, Published, Unpublished, Matched, Unmatched Select Choose dates to filter by date range Use Search to filter by: Supplier account name Supplier name Amount (Net, VAT, or Total)

Common Issues

A file doesn't appear in the Inbox

This usually means:

Extraction isn’t complete
The file is already archived

Check the Activity tab or review archived documents.

For more information, check the document doesn't appear in the Inbox guide.

A file doesn't leave the Inbox

A file stays in the Inbox until you archive it. If a file doesn't move automatically:

Check the publish status
Check the integration status

If publishing fails, AutoEntry doesn't archive the file.

For more information, check the invoices not publishing to my accounting software guide.

Inbox overview