Processing Documents from the Inbox

There are multiple options when processing a document from the Inbox.

  • Create a new
  • Add to an existing
  • Document splitting
  • Deleting documents
Processing Items from the Inbox Video

Create a new

  • Bill
  • Vendor credit
  • Payment received
  • New document for
    • Company
    • Account
    • Customer
    • Invoice
    • Payment received
    • Vendor

Add to an existing

  • Bill
  • Vendor Credit
  • Vendor document
  • Company document

Document order and splitting

Scan multiple invoices for different vendors all at once. Separate them as you create bills:

  1. Click Enter bill
    • By default all pages will be associated unless this selection is changed
    • Any pages not included will be available to create a new bill
  2. Check Include this page for each page to associate to the current bill
  3. Reorder the pages within the attachment on a bill:
    • Drag to re-order the pages
    • Use arrows to move selected pages up or down
    • Enter a page # to move the selected page to the right order
    • Click Apply to see the re-order reflected immediately.

Tip: Have additional inbox items related to a recently created bill? Click the more options dots and select Add to recent to quickly associate it to one of the last 5 most recently created bills.

Deleting documents

Delete Inbox items

Select one or multiple items to delete all at once by clicking the trash can icon.

Delete a page from a multi-page document

Enter the page number to delete and click the trash can icon to delete the page.

Delete an attachment

Don't need an attachment, click the trash can icon on the attachment.