Show Debtor Conversations in Your Inbox

Use the Debtor Conversation tab under the Debtor List submodule to show conversations with selected debtors in your inbox.

To use Debtor Invoices in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To show a debtor conversation in your inbox:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains the debtor conversations that you want to view in your inbox.
3. In the left pane of the Finance & Administration page, click Debtors > Debtor List.
4. Click the List tab and highlight the debtor that has the conversation that you want to show in your inbox.
5. Click the Debtor Conversation tab.
6. Click Show the Conversation Options and select Show in Inbox.
   Note: If you are in the conversation, you have access to it in your inbox.