How to turn a supplier bill into a draft with the inbox

Steps

1. Send the bill

   Choose Inbox, then Documents. Forward the bill to the address under Forward by email, or choose Upload a bill or Photograph a bill.

2. Check what was read

   Open it: the document shows beside the fields read from it. Correct any field; a bill already in the books or a hard-to-read photo is flagged.

3. Make the draft

   If it has no draft yet, confirm the Supplier (as matched, a suggested one, or Create the supplier) and choose Make the draft bill from these fields.

4. Approve the bill

   Choose Open the draft bill. Its account usually follows that supplier's last approved bills; check it and the tax, then choose Approve.

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