In the Received Files menu, you can find a list of all documents that have been sent to your account (by you or someone in your network).
To use this feature:
Go to the Received Files menu
A list of all documents uploaded to your account appears:
Here, you can see:Sender: user who uploaded the document.
Document description: the filename of the uploaded document.
Date added: when the document was uploaded.
Added via: how the document was imported.
Community upload → upload via the platform (drag & drop or via the upload button and file explorer).
DIY → outbound invoice that was created with the platform's online invoice creation tool.
Email intakes → documents sent via email to Accounts payable and Accounts receivable.
Archive connector → upload via the archive connector endpoint.
Universal connector → upload via the universal connector endpoint.
Corporate connector → upload via the corporate connector endpoint.
Status: informs you if the upload is in progress, successful or if an error was encountered.
Success: the documents were processed successfully by the platform.
Error: an error occurred during processing, details will be displayed in the Information column.
Information: in case of an Error status, details about the error will be displayed in this column.
Actions:
→ Go to the document's details (accounts payable).
→ View the original document.
→ Go to the document's details (accounts receivable).