Inbox and Documents

Two screens for two jobs. Inbox is your daily worklist; Documents is the full record.

Home (/dashboard)

Your starting point — the first item in the sidebar. Three cards — Blocked, Needs review, Processed — each linking straight into the matching filter on Documents. A usage meter shows documents used against your allowance this billing period, and recent activity shows what's arrived lately.

On a new organization you'll also see the setup checklist, which disappears once all three steps are done.

Inbox

Deliberately short. Two lists:

• Needs review — everything waiting on a person, both Needs review and Blocked. This is your queue.
• Recently processed — what recently reached your accounting system, so you can confirm the loop closed.

Click any row to open it in the review workspace.

Work the Inbox until Needs review is empty. That's the whole daily routine. If you only use one screen, use this one.

Documents

Everything ever received, with the tools to find things.

• Search by document number or supplier.
• Sort any column.
• Filter by status — the chips for Blocked, Needs review, and Processed match the Home cards.
• Show or hide columns to suit what you're doing.

Selecting several at once

Tick the documents you want. For a review batch, click Prepare for export. They open together in one review workspace — much faster than opening them one at a time, especially for several invoices from the same supplier where you can apply one code across the whole group.

Up to 100 documents per batch.

Automatic page merging

beres automatically detects when separate uploads belong to the same multi-page document and combines them. The Documents list then shows one row with a page-count badge.

Manual controls are for exceptions: select the rows and click Merge pages only when beres missed pages that belong together. If it joined unrelated documents, open the merged document and click Unmerge pages. See Correct an automatic page merge.

The Processed toggle

Each row has a Processed toggle marking whether the document reached your accounting system.

Generating an export file sets it automatically, but you can set it by hand — useful when you keyed a document in manually.

It only applies to cleanly extracted documents on file export targets. On API-push targets the push sets it and it isn't yours to change.

Which screen to use