FAQs
Frequently asked questions about InEx.
FAQs
What currency are InEx reports shown in?
Whichever currency is marked as your Base Currency on the Currencies page. All other currencies are converted into it using their configured exchange rate.
Can I delete a record permanently?
The delete actions observed in InEx move a record to Trash rather than deleting it permanently, and it can be restored from there.
Does deleting a Vendor or Source break past transactions?
The delete confirmation dialog checks for linked transactions and will tell you if any exist before you proceed.
Why do my financial reports (Balance Sheet, Profit & Loss) not match my ledger?
This has been observed as a known issue on at least one tenant. Cross-check totals in All Transaction and contact your account admin rather than assuming the report is correct.
Where do imported bank statements and invoices end up before becoming real transactions?
In the Draft screen, where you can review and correct them before converting.
Related guides
Troubleshooting