The Inbox menu contains all credit card transactions that are not yet complete. This can mean that:
the payment is still being processed
if necessary, the transaction has not yet been marked as No invoice needed
All these transactions have in common that the payment has not yet been linked to an invoice.
How can I add a document to a transaction?
Auto-Matching
As soon as a receipt is uploaded to Candis (either via email import or manual upload), Candis tries to automatically match the receipt to the correct transaction. The matching process is usually completed within a few minutes, but can take up to 48 hours.
Once the document has been automatically added, the transaction is no longer displayed in the inbox - the document is then in the archive:
As soon as you click on the transaction, which was automatically matched, you can see this in different spots:
You can, of course, unlink a transaction anytime from a receipt:
Manually adding a transaction to a document
Click on a credit card transaction to open it. In the opened transactions you have the possibility to upload a document to your transaction by clicking the button "Select invoice". You can also attach an existing document.
After uploading, the transaction is no longer displayed in the inbox. The document is then in the inbox and can be edited by a requester.