Inbox Overview

Your Synced Inbox is a centralised repository for all submitted bills, receipts, and employee expense claims.

Updated

Understanding Your Synced Inbox

Your Synced Inbox functions as a centralised repository for all submitted bills, receipts, and employee expense claims. This system organises your financial documentation, making records readily available.

Expense Statuses Explained

Expenses in your Synced Inbox display one of two statuses:

  • For Review: The expense record has been submitted, and our OCR (Optical Character Recognition) model has extracted all relevant details. Users must verify the extracted information's accuracy before processing it to accounting software.

  • Processed: The expense has been successfully submitted to the accounting software and no further action is required from the user. From this view, you can filter, download, and tag expenses as needed.

Maintaining regular monitoring of your inbox statuses ensures your financial records remain current and precise.