Viewing documents in History

Every document to ever arrive to the Inbox is stored in Inbox history, regardless if it was subsequently deleted, added to a bill, etc. Documents cannot be permanently deleted from history. You can restore (undelete) these documents, or remove them from a bill, vendor, etc (unassociate) from the Inbox history, which will move the document back to the Inbox for processing.

Note: You must have Use Inbox permissions to view and edit documents in the Inbox, or Inbox history


Accessing Documents in History

In PayMaker:

  1. Click Inbox
  2. Click History tab

This view displays the Files History, which lists every document sent to the PayMaker Inbox, again, including deleted documents. Also show are the details including: Added By (user, email address, etc) File Name, Added On (date), number of pages, and File Size. From either view, you can then filter the view to see a specific time period:

Click on the document name, and undelete:

Or click on the document name, and unassociate: