The Inbox of your Costs Workspace is sorted into two sections:
- To Review
- Ready
Ready means that all of the required information has been completed and this item is ready to be published or exported as a CSV or PDF.
To Review means that the document is missing some information (usually the 'Category' field), which you will need to complete before the item can be published or exported as a CSV or PDF.
Hover your mouse over a ‘Not Ready’ icon to learn what details you need to add to publish the item.
You can move an item from ’To Review’ to ‘Ready’ in two ways:
If your account is integrated: Complete the missing fields, such as the category, supplier or amount
And the Publish button will become active
If your account is not integrated: you will need to manually check all the fields for each item, then select each item that you have reviewed and click the Move to Ready button
