Getting started · 3 min read

The Inbox queue — what the badge means and how to clear it

How the Inbox menu item works — what the number next to it means, the four types of items that show up in it, and how to clear each one.

What the queue is for

The Inbox item in the menu is the one place where Taxorio gathers everything that needs your decision — no matter which section of the app it actually came from. The number in the small circle next to the name (the badge) shows how many items are waiting for you; once the queue is empty, the badge disappears. Clicking it opens the Awaiting your attention page.

What counts toward the badge

The badge adds up four queues that you can clear directly with one click:

  • Payments awaiting approval — payments received from the bank that are waiting to be confirmed.
  • Inbox — documents in your document inbox that haven't turned into an expense yet. This counts every unconfirmed document, including ones the AI is currently processing or where processing failed.
  • Overdue invoices — issued invoices whose due date has passed and that aren't marked as paid yet.
  • Sales records (EET) — sales that couldn't be recorded in EET, have been waiting for confirmation for more than an hour, or carry a warning from the Financial Administration. More in Sales records (EET) in Taxorio.

On the Awaiting your attention page itself you'll also see a fourth section, Banking issues — payments that couldn't be processed automatically. It's deliberately left out of the menu badge, because it isn't something you clear with one click right there — it's a problem to look into in the Bank section.

💡 Tip: the menu badge and the counts for each section on the page draw on the same sources as the rest of the app (inbox, invoices, bank) — confirming or clearing an item is therefore always reflected in both places right away.

How to clear each type

  1. Payment awaiting approval — if the payment already has a matched invoice, just click the Approve button right in the list. If it doesn't, click the row — it opens the Bank section, where you assign the invoice manually.
  2. Document in the inbox — each document shows its document number, the date of taxable supply (DUZP) and the day it arrived. This makes documents from the same supplier easy to tell apart. Click Review or the row; it opens Expenses on the Inbox tab with that document already selected. You check what the AI recognised and confirm or correct the document.
  3. Overdue invoice — if the payment has already arrived, click Paid right in the list (in the invoice detail the same button is called Mark as paid), choose the day the payment was received and confirm. You can also send the client a reminder straight away with Send reminder: a dialog opens where you check the recipient, subject and text of the reminder and send it. If the client's card has no e-mail address, add the address in the dialog. Once a reminder has been sent, the button reads Remind again and the invoice shows the day of the last reminder sent. Click the row to open the invoice detail.
  4. Banking issue — click the row; it opens the Bank section, where you check the payment that couldn't be processed and process it again with Try again.
  5. Sale in sales records — the row shows the status of the sale and buttons such as Send again or I recorded it elsewhere. Click the row to open the invoice with the full history of its sales.

Empty queue

When nothing's waiting, the page shows All done — you have no payments awaiting approval, no documents to process and no overdue invoices. The menu badge doesn't show up at all at that point.

⚠️ The queue won't load: if one of the sections fails to load (a connection outage), it shows an error message instead of its items, and the badge deliberately doesn't show up either — better that than an inaccurate number. Try reloading the page.