Where do I see everything waiting for me?
The Inbox gathers claims to decide, documents to check, months not closed, invoices over 30 days late and invites.
- 1Open "Inbox" in the menu (top of the Business sidebar, under "More" on other plans). The number is how many things wait.
- 2Approve a claim on the spot, or write a reason and reject it. Other groups show the first few and link to their full screen.
- 3When nothing is left you see "All done". The AI autopilot's saves (Business) of the last 14 days are only to glance at.