The inbox
Receipts and supplier invoices waiting to become expenses: uploaded, e-mailed or sent through the API.
Step by step
- Open “Expenses” › “Inbox”. Drop files here, several at once, or choose “Choose files”. Each may take up to 25 MB: PDF, images, documents, spreadsheets, ZIP, RAR or ISDOC.
- An ISDOC invoice is read at once and shows under “Draft expenses” with the document’s details. Open it, check it and choose “Record”.
- For any other file, choose “Create an expense”. The form opens with the file’s preview beside it.
- A file that belongs to an expense already recorded is attached with “Attach to an expense” in the file’s actions. The file moves from the inbox to that expense.
- The file’s actions also hold “Note”, the download and “Delete”.
- “Export all” downloads every file in the inbox at once.
Good to know
An ISDOC file that could not be read stays in the inbox marked “Unreadable”, and you make the expense by hand.
While receiving e-mail is on, the inbox also shows the address your suppliers can send documents to.
Related articles
- Receiving e-mailEvery account has an address of its own. The attachments of messages sent to it arrive in the inbox.
- Record an expenseEnter a received invoice or receipt beside its preview. A recorded expense gets a number from its own series.
- Recurring expensesRent, energy or a subscription records itself on the day it falls due.