Invoices → Incoming invoices
Open Incoming invoices.
Use the list to review invoices by status, due date, amount, supplier, and category.
Search by invoice number or free text.
Sort by due date, issue date, amount, created at, or marked as paid at.
Switch to archived invoices when you need deleted or archived records.
Use the month filter to jump to months that already contain invoices.
Select one or more statuses.
Filter by supplier, category, currency, or amount range.
Filter by date, assignee, approval status, booking status, or linked status.
Filter by invoice number, purchase order number, VAT code, ledger account code, or analytic account ID.
Use the incoming tabs like New, Approve, Pay, Overdue, or All.
Combine filters carefully, since some options include or exclude the same items.
Open the inbox upload flow.
Upload one or more supported invoice files.
Keep each file at or below 50 MB.
Choose incoming for purchase invoices, or mark the upload as outgoing for sales invoices.
Note the document ID and pipeline run ID after upload.
Uploads start right away, but processing happens in the background.
