Viewing documents in History

Every document that arrives in the Inbox is stored in Inbox history, regardless if it's deleted, added to a bill, marked as spam, etc. Documents can't be permanently deleted from history. You can restore (undelete) these documents, or remove them from a bill, vendor, etc (unassociate) from the Inbox history, which will move the document back to the Inbox for processing.

Note: You must have Use Inbox permissions to view and edit documents in the Inbox, or Inbox history


Accessing Documents in History

In Cashflow360℠:

  1. Select Inbox
  2. Select the dropdown arrow next to Unprocessed, and select History

This view displays the Files History, which lists every document sent to the Cashflow360 Inbox, including deleted documents. Also shown are the details including:

  • Added By (user, email address, etc)
  • File Name
  • Added On (date)
  • Number of pages
  • File Size

You can then filter the view to see a specific time period.

Restore deleted document

  1. Select Inbox
  2. Select the dropdown arrow next to Unprocessed, and select History
  3. Select the document name
  4. Select Undelete

Unassociate a document

  1. Select Inbox
  2. Select the dropdown arrow next to Unprocessed, and select History
  3. Select the document name
  4. Select Unassociate