What this screen is for
This is your inbox for documents delivered by connected companies rather than typed in or emailed. Each entry names the sender and their connect ID, the document type and number, its date, currency and total, and how many lines it has.
What you see is the snapshot taken when the document was sent, not a live view of the sender's records, so what you accept is exactly what you reviewed. Nothing here is in your books until you bring it in; opening an entry shows what it would become and asks the questions needed to place it.
When to use it
Check it regularly if you trade with other companies on this platform. It saves retyping a supplier's invoice, and it removes the transcription errors that come with retyping.
What you see on this screen
The inbox is a list of entries rather than a table. Each one carries:
- The sender's company name.
- Underneath it, the document type and number, its date, and the sender's connect ID.
- A line reading Becomes a ... — naming what accepting it would create in your books. A supplier's quotation becomes your own purchase order; an invoice becomes a bill. They are different promises, which is why the list says so before you open anything.
- An amber line where the document replaces an earlier version the sender sent, marking it as worth re-reading.
- On the right, the currency and total, with the number of lines beneath.
- An Opened marker where you have already looked at it.
When nothing is waiting, the list is replaced by a note explaining why it might be empty: a supplier can only send here once your company accepts documents from them, either by approving their connection request or by your opening one of their shared links.
Filters and actions
There are no filters; the inbox is a queue, and entries leave it as they are dealt with.
- Review — opens the document, showing what it would become in your books before anything is saved.
- Import a file instead — for a supplier document that arrived as a file rather than through a connection.
Related
- Import a Document — the same review, from a file you were sent
- Recurring Bills — supplier bills that repeat on a schedule