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inBox (Manager)
inBox (Manager)

Not every invoice needs to come across your desk, so allow the admin to filter and only process what you need for any given job.

Zack Beveridge avatar
Written by Zack Beveridge
Updated over a week ago

Assigned for Review

Invoices that have been assigned for review will be populated here. They have been assigned to you for an βœ… Approve or ❌ Dispute.

When ready to begin reviewing assigned invoices click 🏁 Start Reviewing.

Bulk Edits

You can take action on the invoices all at once by using the checkboxes on the left:

  • Click on the specific invoices you want to change.

  • Select the dropdown ⏬ More.

  • Choose the action you wish. You can Delete, Forward, or Mark as Spam.

Quick Features

Hover over an invoice to see the quick actions on the right side.

  • πŸ‘οΈβ€πŸ—¨οΈ will allow you to quickly View the invoice document.

  • πŸ—‘οΈ will Delete the individual invoice.

  • πŸ“ will bring you to the invoice to review and Edit.

πŸ’‘ The inbox for team members with Manager permissions is different than the inbox for those with Admin permissions.

FAQs

How does the system know a document is an invoice?

The automatic document capture has a 97% accuracy rate when determining if a document is an invoice. If it ever misses an invoice you can always manually upload the invoice.

Will invoices be entered into the database without a human review?

The inbox for Admins can be thought of as a gatekeeper where no invoice will pass unless they are submitted by a human.

If the invoice is not legible how will the data show up?

On the off chance our smart data extraction cannot pull information off the invoice then the Admin would need to manually enter each field by editing the invoice.

Have the invoices been reviewed before a manager receives them?

For each and every invoice that is either manually uploaded or inbound from the smart data extraction feature, an admin will have previously reviewed the invoice before sending them to a manager for their review of the invoice.

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