Inbox
The Inbox serves as your starting point, listing all invoices and receipts that require your attention or are ready to proceed. It provides a consolidated view of items throughout the review process, helping you prioritise tasks efficiently. You can also stay organised by tracking everything in one place.
In Processing
This section is responsible for tracking documents as they go through an automated process of extracting items. The automation ensures that the process runs smoothly and efficiently without the need for manual effort.
To Review
Your items here need additional input, such as assigning a category or completing missing details. This section ensures accuracy by flagging gaps that could delay publishing. It’s your checkpoint to ensure all required information is complete and up to standard.
Ready
This section contains items that are complete, verified, and ready for action. Here, you’ll find all finalised invoices, allowing you to publish your items. It serves as the final step before confidently sharing or storing your data.
Archive
The Archive secures records of all finalised or manually stored items. This section provides easy access to past documents, ensuring you can track history or retrieve important files whenever needed. It’s organised for long-term reference and peace of mind.