What are incoming items

The incoming items list provides you with complete insight into your incoming items. The clear structure of the incoming item list enables you to view information such as the created date, description, last change, number, received from, status, type, and verified by. 

To see the incoming center list, go to the Finance module and click the Incoming Center module. You will be presented with a lot of valuable information. You can create a new incoming item directly from this page. 

You can filter grids. Use filters to help narrow down your search.  

Clicking on values in the incoming item's view will take you to the specific tabs across Vault Synapse’s modules. 

In the incoming item’s view, you can change and save the width of the columns in the grid itself. Be sure to click  to save the changes.  

The columns in the grid are optional and are based on your configuration. Click the link to find out how to customize the view.  

Note that items are being automatically imported every hour but you can import incoming items manually if required. Click … and then import in the top right corner of the screen. 

You can see the following information from the incoming item's view: 

• Created – The date the item was created or received.
• Description – If a description has been added when filing the document, you can view it here.
• Last change – Shows when the last change was made to the incoming item and who made it.
• Number – This is the incoming item number and follows the numbering pattern of your organization and is configured by an administrator.
• Received from – The vendor or entity you received the incoming item from.
• Status – The status of the incoming item.
• Type – Tells you whether the incoming item is an invoice, receipt, or something else.
• Verified by – The name of the user who verified the incoming item. 

Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.