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Understanding the inbox

The inbox delivers in-app alerts for things that need your attention — receipt reminders, money requests, approval updates, and more.

Common message types

MessageWhen it’s sentExample
Receipt reminders2h and 24h after a transaction if a receipt is missing“Don’t forget your receipt for $125.90 at Officeworks.”
Money requestsWhen a user requests funds from a budget“Alex requested $500 for the Marketing budget.”
Request updatesWhen a request is approved or declined“Sally approved your $500 request.”

Note: All messages have a 45-day expiry and are automatically removed after that.

Accessing the inbox

  • Click Inbox in the sidebar.

At the top, three summary cards show your Unread, Read, and All counts. The notification table below shows Date, Type, From, Notification, and Message columns.

Filtering and searching

  • Search — type keywords to search across notifications.
  • Type — filter by notification category.
  • Status — filter by read or unread.
  • Click Clear filters to reset.

Tip: Use Mark all as read or Mark all as unread on the right to manage notifications in bulk.

Message styles

StyleMeaningVisual
ActionRequires you to do somethingOrange left border, solid orange button (e.g. “Add receipt”, “Approve”)
InfoFor awareness onlyGrey left border, outline button (e.g. “View budget”)

Message lifecycle

StateWhat it means
UnreadNew message — orange dot indicator. Marked as read when you click the CTA or manually mark it
ReadShown in the Read tab. Can be marked as unread again
ExpiredAutomatically removed 45 days after creation

Timestamp display

AgeFormat shown
Last 7 daysRelative time (e.g. “3 minutes ago”, “2 hours ago”)
Older than 7 daysDate format (e.g. “10 May”, “14 Jun”)

Common questions

Can I turn off receipt reminders?
Yes. Go to My profile > Notifications and adjust which notification types you receive. See How to manage your profile for details.
Do inbox messages also send push notifications?
Yes, if push notifications are enabled for your account. The inbox keeps a copy of all notifications for reference.
Can I recover an expired message?
No. Messages are permanently removed after 45 days. Take action on important notifications before they expire.