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:
- Under the Accounts Payable menu group, go to .
- Click +New Inbox Entry.
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In the Create Inbox Entry dialog box that displays:
- Provide a description for the inbox entry in the Description field.
- Enter the type of the inbox entry in the Type field. This is a required field.
- 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.
- In the Sender field, enter the name of the sending entity.
- Click Create Inbox Entry.
Parent Topic: Inbox Entries Procedures