Create an Inbox Entry

Use these steps to create an inbox entry to view the documents you received from Pagero.

To create an inbox entry:

  1. Under the Accounts Payable menu group, go to E-Invoicing > Inbox Entries.
  2. Click +New Inbox Entry.
  3. In the Create Inbox Entry dialog box that displays:
    1. Provide a description for the inbox entry in the Description field.
    2. Enter the type of the inbox entry in the Type field. This is a required field.
    3. Enter the company name or the company number in the Company field or use the dropdown list to select a company. This is a required field.
    4. In the Sender field, enter the name of the sending entity.
  4. Click Create Inbox Entry.