Inbox Presets

Last updated: July 6, 2026

Overview

The Inbox is where invoices, receipts, and other documents land for review and processing. When your inbox contains items from many users, you can use view presets to quickly filter down to just the items that are relevant to you. This article covers the My Items view, which shows only the items assigned to you.

Using My Items

My Items is a one-click shortcut that filters the inbox to show only items assigned to you. It is always available under the Inbox section of the sidebar and does not require any special role or permission.

Opening the My Items view

  1. Open the Inbox section from the left sidebar.

  2. Click My Items in the sub-menu beneath Inbox. The inbox list will refresh to show only items assigned to you.

On mobile, tap Inbox in the bottom navigation to reveal the My Items shortcut.

What My Items filters

Selecting My Items applies a preset filter that overrides your current assignee and reviewer filters. Other filters, such as document type or date range, are not changed.

Filter

Applied value

Assignee

Set to you. Only items assigned to your user account appear.

Unassigned items

Hidden. Items with no assignee will not appear in this view.

Reviewer filters

Cleared. Any reviewer status or reviewer name filters are removed.

The My Items view stays active as you open and close individual inbox items, so you can return to your filtered list without reapplying the filter.

My Pending Reviews

My Pending Reviews is a companion view preset that appears in the same Inbox sub-menu. It shows items where you are listed as a reviewer and the review is still open.

My Pending Reviews only appears if your company has approvals enabled. If you do not see this option, approvals are not turned on for your company.

Opening the My Pending Reviews view

  1. Open the Inbox section from the left sidebar.

  2. Click My Pending Reviews in the sub-menu beneath Inbox. The inbox list will refresh to show only items awaiting your review.

What My Pending Reviews filters

Filter

Applied value

Reviewer

Set to you. Only items where you are a reviewer appear.

Review status

Limited to Pending and Disputed. Completed reviews are hidden.

Assignee filters

Cleared. Assignment filters are removed so review items appear regardless of who they are assigned to.

Frequently Asked Questions

Does My Items show items assigned to my team or only to me?

Only to you. My Items is scoped to your user account and will not include items assigned to other users on your team.

Will My Items change my other inbox filters?

It only changes the assignee and reviewer filters. Other filters, such as document type, status, or date range, remain as you set them.

Why don't I see My Pending Reviews in my sidebar?

My Pending Reviews only appears when approvals are enabled for your company. If it is missing, approvals have not been turned on. Contact your company administrator if you believe this should be available.

How do I return to the full inbox view?

Click Inbox in the sidebar to return to the unfiltered inbox list.