Quickly review and manage uploaded invoices, including vendor details, project references, uploader identity, timestamps, and amounts — all in one organized inbox view.
The Inbox view allows users to quickly monitor and review uploaded invoices associated with various projects and vendors. It provides a snapshot of critical invoice information in an organized, chronological format.
📤 Uploading a File
When submitting an invoice:
Drag and drop the invoice file into the upload area, or click Browse files to select a file from your device.
Maximum supported file size: 1000 MB.
Successfully submitted files will appear in the Inbox Panel in real-time.
🗂 Inbox Panel
Uploaded invoices appear in the Inbox tab (located in the left-hand navigation). Invoices are listed in reverse chronological order, with the most recent uploads displayed at the top.
📄 Invoice Card Details
Each invoice card includes the following information:
Vendor Name
Shown in bold (e.g., Western Waterproofing).
Identifies the company submitting the invoice.
Project Reference
Located below the vendor name (e.g., 3 - Allendale Capex Program).
Links the invoice to a property, program, or job number.
Uploader Information
Displays an avatar (initials) and full name of the uploader.
Upload Status
Shows a status label (e.g., Uploaded) confirming the file has been received.
Timestamp
Displayed in the top-right corner of the card (e.g., 04/25/25, 2:52 PM).
Indicates the exact time the invoice was submitted.
Invoice Amount
Shown as a bold dollar value (e.g., $250.00).
Reflects the total submitted amount for the invoice.
🛠 Icons and Actions
Filters
Located at the top-right of the Inbox panel, filters allow you to sort invoices by:
Vendor
Uploader
Date
Amount
Upload Document
Also in the top-right corner, this button provides quick access to the upload interface.
Upload Invoice
Drag and drop your invoice or click “Browse files” to upload from your device. Maximum file size: 1000 MB.
Use Cases
Finance Teams can verify invoice totals and uploader identity before approval.
Project Managers can cross-check invoice submissions against project codes.
Accounts Payable can track submission dates and amounts for reconciliation.
Tips
Click on any invoice card to view full invoice details or approve/reject submissions.
Use the search or filter functions to narrow results by project name or amount.
Last updated: May 13, 2025