Under Inbox you find incoming emails and documents that have arrived in Sapera. Here you can review them and handle them directly from the app.
The messages can be filtered (for example on source and status) via the list preferences, and you can change organizational unit at the top. Your filters can be saved as a view.
Tap a message to open it.
Tap New to create a manual entry (for example a document you photograph yourself).
When you open a message, you can:
View the attached image or open an attached PDF.
Take a photo or pick an image as the document (when the message can be edited). A document is required before a manual entry can be saved.
Fill in the fields and save your changes.
Date – the date of the document.
Subject – what the document is about. Required.
Description – additional text for the document.
A message that has already been handled or is linked to something else cannot be changed – you get an explanatory message.
Incoming emails are approved or rejected in Financial by users with permission to approve incoming emails. In the app you can photograph, attach, fill in and save documents; the approval itself is done in Financial.
The inbox is the same flow as the "digital inbox" in Financial; the app lets you handle documents while you are on the move.
Which sources and statuses exist follows your setup in Financial.
If you cannot see the menu item, you probably do not have permission for it – contact support.
Want to know more?
Read more in these related articles:
Receipts
Register expense receipts in Sapera Mobile: take a photo of the receipt, choose journal and account, and save it for posting.
Digital inbox
This article reviews how incoming e-mails with invoices are created, processed and posted in Sapera.
