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Settings
For your system settings and preference insights.
Adding a Vendor in the SettingsThe steps for adding a vendor in the settings.
Setting Up Credit Cards for Expense TrackingLearn how to connect Credit Cards to your inBuild account
Company CardsCompany cards allow you to match expenses to receipts on inBuild
WorkflowsWorkflows allow approval sequences with conditions for invoices, requiring specific users or groups to review and approve based on rules
User Settings & PermissionsThis article covers the important aspects of user settings and permissions.
Convert a Shared Mailbox to a User Mailbox in Microsoft 365Steps to convert a shared mailbox to a user mailbox in Microsoft 365
Automatically Move Labeled Emails to a Folder in OutlookSet up an Outlook rule to automatically move "SYNCED" labeled emails to a folder.