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Inbox - viewing all received documents

Maxime avatar
Written by Maxime
Updated over a month ago

The Inbox gives you a complete overview of all incoming documents in your Banqup space. Think of it as your document command center, where you can track everything that's being imported, regardless of how it enters your space.

How it helps you

The Inbox provides a central location to:

  • Monitor document processing status.

  • Ensure all imports are successful.

  • Track documents from multiple sources in one place.

  • Catch any issues early in the import process.

Viewing your documents

When you open Inbox, you'll see a comprehensive list of documents showing:

  • File names

  • Received dates

  • Last modified dates

  • Processing status

  • Delete option

Inbox captures documents coming from all import methods: documents uploaded manually or received via network connectors (like email, Peppol, and other Banqup users).

Adding new documents

You can also upload documents directly through Inbox:

  1. Click the Upload button.

  2. Choose files or drag and drop them.

  3. Select document type:

    • Sales invoice

    • Purchase invoice

Note: Deleting documents from Inbox is permanent and cannot be undone. The Inbox helps ensure no document gets lost in the import process, making it an essential tool for avoiding duplicate imports of documents.

FAQ

How long do documents stay in Inbox?

Documents always remain visible.

Can I recover deleted documents?

No, deleting documents is permanent.

Will I see documents imported by other users?

Yes, Inbox shows all documents entering your space, regardless of the source or user.

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