What is the incoming center


All your communication channels regarding your business can be managed from one place with the incoming center. It is a digital mailbox where you can access, import, allocate, approve, and monitor the status of documents coming in from diverse communication channels such as Clients, Vendors, Sales, and Candidates to name a few. Job applications, incoming invoices, and more can also be found here. 

To see the incoming center list, go to the Finance module and click the Incoming Center module. This will take you to a list of incoming channels in the incoming center where you can then view the incoming items received from the external system in each incoming channel. You can also create a new channel directly from this page. 


You can search for an incoming channel in 2 different ways: 

  1. Manually – Select the relevant incoming channel from the list. 
  2. By using filters – Use filters to help narrow down your search. 


Click on the modal window of a channel and it will take you to the specific incoming channel. 


incoming center finance

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