The inbox is a way of choosing which invoices to verify. It is an alternative to using Verify jobs. The inbox gives both Kofax ReadSoft Invoices administrators and Verify operators more control over the verification process.
The number of invoices in each folder is listed on the right in parentheses. The columns shown on the right can be adjusted.
Before Verify operators can take advantage of the inbox feature, you must first create an inbox that organizes the invoices to be verified in a way that is meaningful to your own production system.
- The folders can be directed to Kofax ReadSoft Invoices users based on roles that you define.
- The invoices can be grouped and filtered according to a variety of criteria such as:
- You can also define what columns to display in the invoice list, and even adjust the field order for Verify.