There are multiple options when processing a document from your Inbox.
Options
Once you send or upload a document to your Inbox, you can:
Create a new:
- Bill
- Vendor Credit
- Payment Received
- Document for:
- Account
- Company
- Customer
- Invoice
- Pmt Received
- Vendor
Add to an Existing:
- Bill
- Vendor Credit
- Vendor Doc
- Company Doc
Tips
- If you have several documents to process from your Inbox, save time by using the multi-function Save button - "SAVE & NEXT ITEM". The document you just processed will be saved, and you will be presented with the next document from your Inbox to process, without any extra steps.
- If it is a multipage document and all pages are associated to the same bill, check the box next to Include all remaining pages
Resources