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

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

Discover below all the options available in the Inbox.

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, files don't appear automatically in the Inbox. While the file is processing, the following message will show:

x Item currently being processed from x uploaded file. Follow progress of your files in the Activity page

📌TIP: To check the upload progress, go to the Activity tab > uploaded items tab and change the status filter to Processing.

Inbox features

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

Invoice number / View	Click the invoice number or View to access the details and edit the document. NOTE: if there's no invoice number present, View will show instead.
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 main Actions button and the Download button at the top You can also select the checkbox at the top of the list to select or clear all documents.
Individual Action button	The individual Action button on the right-hand side is only available in Purchases and Sales.
Action > Publish / Approve	After you complete all fields: Select Publish if you use accounting integration Select Approve if you don't use integration
Action > Unpublish / Unapprove	If you need to edit a validated invoice, you can un-publish or un-approve it.
Action > Move	Move invoices if you've uploaded them to the wrong folder. This option is available in Purchases and Sales and only when you haven't approved the invoice yet.
Action > 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.
Action > Reject	Reject documents to move them to the Rejected folder.
Download	After you select a document on the left, you can download them in various formats.
Search	You can search for documents in the following ways: Select Choose dates to filter by date range Use Search to filter by: Supplier account name Supplier name Amount (Net, VAT, or Total) In the Purchases inbox only: Filter by Status: All statuses, Published, Unpublished, Matched, Unmatched

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:

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

Inbox overview