Using the Inbox
The Inbox collects incoming items that need your attention — emails, uploaded documents, and other things that haven't been processed yet. Think of it as your to-process queue.
<!-- Screenshot: Inbox page showing unprocessed items with type, sender, and date columns -->How to Get There
Click Inbox near the top of the sidebar. A red badge shows how many unprocessed items are waiting.
What Shows Up in the Inbox
- Incoming emails — Emails sent to your Peasy orders address (like
yourcompany@orders.peasyos.com) - Uploaded documents — PDFs and other files uploaded by your team
- Vendor bills — Documents that need to be matched and processed
Processing Inbox Items
When you open an inbox item:
- Review the contents — See the email or document details
- Decide what it is — A vendor bill? A customer order? Something else?
- Process it — Convert it into the appropriate record (bill, order, etc.)
- Once processed, the item leaves your inbox
Good to Know
- The red badge on Inbox clears as you process items.
- Emails sent to your Peasy orders address automatically appear here.
- You can also upload documents directly to Bills or Orders pages instead of going through the Inbox.
- Peasy uses AI to help extract information from uploaded documents (vendor names, amounts, line items).
Related
- Home Dashboard — The Inbox card shows a summary on the home page
- Managing Bills — Processing vendor bills
- Creating Sales Orders — Processing customer orders