Finance Inbox
Module: Financials · For: Carrier users · Page address: /carrier-portal/financials/inbox
How to get there
Section titled “How to get there”Finance → Purchases → Finance Inbox
Who can use this page
Section titled “Who can use this page”Needs: View permission on the Financials module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Export | Export on Financials | Manage also grants it |
| Export 8 rows to CSV | Export on Financials | Manage also grants it |
What this page tells you
Section titled “What this page tells you”Every figure here is a RECORD of what has been invoiced or billed. Approving or rejecting an item changes that document’s status only. Recording a payment writes a real payment-ledger row through the atomic posting function — it records that money arrived, it does not move money.
What you see
Section titled “What you see”- Needs Approval
Table columns
Section titled “Table columns”Reference · Requested By · Amount · Date
- Needs Approval 8
- Missing Documentation
- Payment Issues
- Overdue Accounts 8
- Exceptions
Tab: Needs Approval8
Tab: Missing Documentation
Tab: Payment Issues
Tab: Overdue Accounts8
Tab: Exceptions
Tab: First page
What you can do
Section titled “What you can do”- Export
- Refresh
- Needs Approval
- Overdue
- Overdue over 30 days
- Overdue receivable
- Filters
- Export 8 rows to CSV
- Reference
- Requested by
- Amount
- Date
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Type | No | combobox | Any type |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27