Looking for a specific document? There are a few ways to find it quickly in the Inbox section.
Use filters
You can filter your documents to narrow down what you're looking for:
Customers/Suppliers filter β Display only documents from a specific contact
Star filter β Show only documents you've starred
Use the search bar
You can also use the search bar at the top to search for documents with a specific reference.
Display columns
The available columns you can see or add in the Inbox section are the following:
Document type
Supplier
Status
User
Uploaded date
Issue date
Due date
Category
Assign to customer
Location, Class
Reference
Submitted via
Description
Tax rate
Net
Total
Tax
Payment
By default, a couple of the mentioned columns are visible (Supplier, Status, User, Issue date, Category, Tax, Total, Payment), but you can add more columns by clicking the Columns button at the top-right, clicking the check box next to the chosen column, and then clicking Apply.
