Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Who can see documents in my Scan & Match Inbox?

Finance and Company Admin users see every document in the Scan & Match Inbox; all other roles only see their own uploads and documents assigned to them.

The documents you see depend on your role:

  • Company Admin: every company document.

  • Finance: every company document, same as a Company Admin.

  • Approver / Purchaser / other roles: only documents you uploaded or were assigned.

Emailed-in supplier documents have no creator, so only Finance and Company Admin users see them until someone assigns them — there is no need to make your AP staff Company Admins.

Finance users can also create invoices, assign reviewers, and reject or restore documents (single and bulk). Creating a purchase order from a document additionally requires PO creation rights.

Visibility is per company — holding Finance in one company grants nothing in another.