Inbox

The Inbox collects everything that needs your attention. The number beside Inbox in the menu is how many items are waiting across its tabs.

Tabs and title bar

1. 1Notifications: messages from WizeBooks about your company.
2. 2Comments: transactions someone has commented on.
3. 3Requests: things you or your accountant asked each other for.
4. 4Smart Capture: receipts, bills and payroll reports for WizeBooks to read.
5. 5Shared Documents: files you and your accountant share.
6. 6Search filters the tab you're on.
7. 7The button here changes with the tab: Clear all on Notifications, New request on Requests, Upload on Smart Capture and Share a file on Shared Documents. The number on each tab is how many items are waiting there.

Notifications

1. 1What happened, such as a payment received, a bank that needs a new login, or a tip. Choose it to open what it's about.
2. 2How long ago.
3. 3× dismisses it. Clear all in the title bar dismisses every one.

Comments

Every transaction with a comment on it, shown as rows of the Accounts list, so you can categorize, post and reply right here.

1. 1Open, Resolved or All. A transaction is Open from its first comment until someone marks it Resolved.
2. 2The same filters as the Accounts page: All, Unposted, Posted, Reconciled, Excluded and Categorization.
3. 3The speech bubble opens the comments. Amber with a number means Open, with that many comments.
4. 4Latest comment: the start of the newest comment, under the transaction.
5. 5A green bubble with a check means Resolved.

1. 1Status: switch the transaction between Open and Resolved. A new comment on a Resolved transaction reopens it.
2. 2Each comment, with who wrote it and when.
3. 3The bin deletes a comment. You can only delete your own.
4. 4Type a new comment. Ctrl+Enter (or ⌘+Enter) sends it.
5. 5Add comment sends it. Close closes the box.

The same speech bubble is on every row of the Accounts page, so you can start a conversation from there.

Requests

Ask somebody for a document, an answer or a decision, and track it until it's done.

1. 1New request starts one.
2. 2ID: each request's number, such as REQ-0002. A file shared on a request shows this number too.
3. 3Request: the subject. Choose it to open the request.
4. 4Assigned to: the person who has to act.
5. 5Due: the date it's needed by, in red when it's late.
6. 6Status: Open, In progress, On hold or Closed.
7. 7The ⋮ menu.

1. 1Open the request.
2. 2Mark closed (or Reopen on a closed one).
3. 3Delete removes it, after you confirm.

Making a request

1. 1Subject: what you need, in a line.
2. 2Comment: the details. It becomes the first message on the request.
3. 3Assigned to: anyone in the company. They're emailed as soon as you save.
4. 4Due: reminders are emailed two days before, on the day, two days after, then weekly until the request is closed. Change the date and the reminders follow it.
5. 5Status: closing a request stops its reminders.
6. 6Attach a file adds files to the request. They're also saved to Shared Documents.
7. 7Create request saves it.

An open request

1. 1Back returns to the Requests tab.
2. 2The subject.
3. 3Assigned to, 4. Due and 5. Status can be changed here, and save straight away.
6. 6The conversation, oldest first.
7. 7Write a reply. Enter sends it, Shift+Enter starts a new line.
8. 8The paperclip attaches files to your reply.
9. 9The arrow sends the reply.

Smart Capture

Receipts, bills and payroll reports that WizeBooks reads for you.

1. 1To review, Approved, Set aside or All.
2. 2Your company's own capture address. Email receipts, bills and payroll reports to it, from any email account.
3. 3Copies the address.
4. 4New address replaces it, after you confirm. The old address stops working straight away, so only use it if the address has been shared with someone it shouldn't have.
5. 5Upload picks files from your computer: images, PDFs, or CSV and Excel payroll reports.
6. 6Match: what approving will do, such as match a transaction already in your books, or create a New expense.
7. 7Status: Needs Review until you approve it. Choose any row to review it.

1. 1The file itself, beside what WizeBooks read from it.
2. 2Not a receipt sets it aside.
3. 3Read again has WizeBooks read the file again.
4. 4Delete removes it. You can also delete the file from Documents.
5. 5Receipt (paid) or Bill (unpaid). A receipt is filed as an expense; a bill is entered as an open bill to pay later.
6. 6Vendor, Date, Total and Memo, as read. Correct anything that's wrong.
7. 7Category: the expense account.
8. 8File it against: a transaction already in your books that matches (from a bank feed, say), or Create a new expense. Matching to a bank transaction categorizes and posts it.
9. 9Paid from: the card, bank or cash account. When that account's bank feed brings in the charge, it's matched to this expense automatically.
10. 10Approve & book expense saves it, with the file attached. The button changes to Approve & attach when you match an existing transaction, or Approve & create bill for a bill.

Payroll reports open a similar review, with the payroll lines to check before they're booked.

Shared Documents

Files you and your accountant have shared with each other.

1. 1Share a file uploads one or more files into the folder you have open.
2. 2The folder path. Shared Documents has its own folders, separate from the Documents page.
3. 3New folder makes a folder here.
4. 4A folder. Folders work the same way as on Documents: open, rename, move, delete, and drag files onto them.
5. 5A dot and bold name mean nobody has opened the file yet.
6. 6Req #: the request the file was shared on, if any. Choose it to open the request.
7. 7Shared: the date. Size is beside it.
8. 8The ⋮ menu: Open, Download, Move to…, Mark as read (or Mark as unread) and Remove.

Shared files also appear on the Documents page.