With Inbox you will be able to receive , organize and convert vouchers for expenses into purchase documents that they send by email to your Inbox address, that you scan from the Holded app or that you have saved on your computer .
Receive the files in Inbox
There are three ways to receive proof of expenses:
Upload manually
Upload your files from your device by dragging and dropping them into your Inbox space or by tapping the button Up . These types of files cannot exceed 5 MB.Send an email to your Inbox address
Receive the files by email in your Inbox. The maximum size of each file is 17 MB and if this limit is exceeded, the sender will receive a warning by email.
The only supported formats are PDF, JPEG, TIFF and PNG . Once received, you can what type of file it is, its origin, the status, the date it was received and the sender.
Convert your file to a purchase document
You have three different options to convert your files into a purchase document:
Scan to automatically capture data
In this case, the purchase document to be generated will have the Draft status mode activated by default so that you can modify it as many times as you need before approving it.
Attach the file to an existing purchase document
the data or create a new purchase document from scratch
You can choose between Purchase , Purchase Order , Ticket or Return .
Understanding file states
When converting files, there are several stages until the process is complete.
New
This is when a file has just been received. You can choose to scan the latter to create a document, transcribe the data manually, or delete the file.Duplicates
The system tags the file as a duplicate when a name and size match one already received.Processing
The file is being processed on the system and no actions can be taken.Pending verification
The file has been processed and is pending approval or modification.Error
An error occurred while processing the file.Finished
The document has been created and is available in the system.Queued
The file is in the queue waiting to be processed.