Documents remain in the inbox


Audience: Accounting Manager

When you attach a document to an open invoice, or if a document is emailed to MineralTree and captured, it will normally be "consumed" and disappear from the Inbox. (You can still manually attach it to other invoices via the Document tab on the invoice details page.)

However, there are a few scenarios where the document will remain in the Inbox:

  1. If the document is linked to a bill in Draft status (not saved or posted to your accounting package)
  2. If the document is linked to more than one invoice, and one of those items is in Draft status
  3. If the document is linked to an invoice in the Open status, but the invoice has been posted, but never saved. To test this, click through to the Invoice Details page and click the Save button.
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