FAQ

FAQ

Frequently asked questions

If you still have questions contact us via email:

support@purchaseinbox.com

1. How to log in to Purchase Inbox?

Go to purchaseinbox.com and click on the button “log in” or use the link https://app.purchaseinbox.com/login

 

2. Where can I add the main approver for approving invoices?

Go to “Settings” > “Configuration” > “Automatic email approval process” and click on the button “Manage”

 

3. Where and how can I manage user roles?

Go to “Settings” > “Users” and click on “Add User”. Then insert user’s email and role and click “Save”. With different roles come different user privileges. You can change user privileges when you click on the user email address. A list of privileges will open and you can give privileges to this user. Just tick the ones you need and click “Save”.

 

 

4. How to add accounting accounts to Purchase Inbox?

Manually added accounts will be synchronized automatically every night with Xero.

 

5. How does the set up process look like?

In order to set up Purchase Inbox integration, log in to Purchase Inbox and go to “Settings” > “Integrations” > pick the integration > “Manage”. Then system will redirect you to the other program web page where you can give access rights to Purchase Inbox. When this is done you will be redirected back to Purchase Inbox where you can see all your integrated program accounts, suppliers, tax rates and articles. Previous purchase and sales history will not be synchronised.

 

6. How to stop using Purchase Inbox?

Go to “Settings” > “Priceplan” > scroll down and click on “Unsubscribe”.

 

7. Where and how can I change my package?

Please go to “Settings” > “Price plan” and choose the needed package. If you have some questions then contact us via email support@purchaseinbox.com

 

8. What happens when I exceed the package limits?

Your Purchase Inbox account will be locked and you won’t be able to use it unless you change your current package to bigger package, that has more opportunities, or you wait until the next month when we’ll open your account again.

 

9. In which countries does the app operate?

We don’t have usage limitations by countries. You just need the Internet access to operate with Purchase Inbox.

 

10. Is there a free trial?

Yes, there is a 14-day free trial.

 

11. What’s included in this free trial?

You can use and try all the Purchase Inbox features (have 10 users, send unlimited amount of invoices, use PDF parser to create invoices, etc.).