Understanding the inbox

The inbox delivers smart, in-app alerts for things that need your attention — and follows up with push notifications when you’re on mobile. No more missed tasks or cluttered emails.

What’s included

You’ll see inbox messages for:

Message Description Example
Receipt reminders Sent 2h and 24h after a transaction if a receipt is still missing. "Don’t forget your receipt for $125.90 at Officeworks. Upload now."
Money requests Alerts admins when a user requests funds. "Alex requested $500 for the Marketing budget. Reason: Adwords payment."
Request updates Let users know when a request is approved or declined. "Sally approved your $500 request."

 

All messages:

  • Have a 45-day expiry.
  • Require manual resolution.
  • Show up in your Inbox on web and mobile.
  • Trigger push notifications if urgent or actionable.

Message types

Type Use case Visual treatment
Action Requires action. Orange left border, solid orange CTA (e.g. “Add receipt”, “Approve”).
Info For awareness only. Grey left border, orange outline CTA (e.g. “View budget”).

Message lifecycle

Unread

  • Default state for new messages.
  • Shows orange dot indicator.
  • Appears in the Unread tab.
  • Automatically marked as read when you click on the primary call-to-action button or manually mark as read.

Read

  • Shown in the Read tab.
  • No dot indicator.
  • Can be marked as unread.
  • CTAs are simplified (e.g. "Add read").

Expired

  • Automatically removed 45 days after message creation.
  • No manual archive needed.
  • Helps keep inbox focused.

Timestamp display

  • Last 7 days: “3 minutes ago”, “2 hours ago”.
  • Older than 7 days: “10 May”, “14 Jun”.

Mobile inbox views

State Description
Inbox with unread messages Shows all active ACTION and INFO messages.
Inbox with only read messages All items moved to the Read tab.
Empty inbox (all messages read) "You don’t have any messages" is displayed.
Empty inbox (new user or expired inbox) Also shows "You don’t have any messages".

 

Vist the Inbox FAQs to learn more.