Managing pending transactions in the Inbox

The Inbox page is a key area in your Quaderno account where you manage all documents that, for some reason, could not be automatically processed or imported into your accounting records and require your review and action.

For example, for Spanish businesses, if you have activated the integration with Verifactu or TicketBAI, on the Inbox page, you will find all invoices and receipts that we could not send to the Tax Agency ( __Hacienda_ ) because they are missing some information or contain an error._

Each document included on the Inbox page has two possible associated actions that allow you to decide how to proceed:

• Review the document. This allows you to view and correct the content of the document before saving it to your Quaderno account and sending it to the Tax Agency and the client.
• Discard the document. If the document was imported by mistake or contains errors that you cannot correct, you have the option to reject it and permanently delete it from your account.