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Inbox

What this screen is for​

Inbox is where non-posted source documents and accounting drafts wait for review. Use it to inspect new uploads and integration imports, confirm extracted details, and post work when it is ready. Posted ledger rows live in Bookkeeping.

Before you start​

Select the correct company and fiscal period. Have the source document or integration sync ready when you expect new items. Decide whether each item should be stored only, corrected, or posted.

Basic walkthrough​

  1. Open Inbox from the Platform group (between Dashboard and Bookkeeping).
  2. Use the source rail to focus on one intake path, such as uploads, email, Fortnox, Stripe, WhatsApp, Telegram, or browser agent.
  3. Filter by status, type, amount, or received date when the queue is large.
  4. Switch density between comfortable and compact as needed.
  5. Upload PDF or image invoices directly when you need a manual intake path.
  6. Open an item for full-screen review at /inbox/:documentId.
  7. Compare the source document with accounts, VAT, amount, date, and counterparty.
  8. Correct the draft when needed, then post only when the details match.

What to check next​

Use Files for the original document. Use Bookkeeping after posting to inspect the ledger row. Use Bank Transactions when the item needs reconciliation against bank activity.