The Manager Inbox is your main communication hub for working with the Enterprise accounting team in Propra.
This is where you will:
Send and receive messages
Respond to RFIs (Requests for Information)
Upload required documents
Track the status of requests
Where to Find the Manager Inbox
You can access the Manager Inbox from the left-hand menu:
Communications → Inbox
This will take you to your main inbox where you can view, send, and respond to messages with the Enterprise accounting team.
Important: Message Limitations
Messages cannot be deleted from your side
Only the Enterprise team can archive messages
Archived messages will no longer appear in your inbox but can be found in the Archived tab
Sending a Message
To send a new message:
Click New Message
Select Enterprise as the recipient
This sends the message directly to the accounting team
Enter a subject line
Type your message
You can format your message using:
Bold
Italic
Bullet points
Numbered lists
You can also:
Add attachments
Insert links
Messages function like a conversation thread where the Enterprise team can reply directly.
Who Can See Messages?
If sent to everyone → all users on your team can see it
If sent to a specific user → it will go to the specific users inbox but also be visible to the team
Message Views
My Threads – Messages you have started
My Name – Messages sent directly to you
Company Name – Shared inbox for your team
Archived – Messages archived by the Enterprise team
Subscribing to Messages (🔔 Bell Icon)
The bell icon allows you to subscribe or unsubscribe from a message.
Subscribed → You are responsible for the message and will receive notifications
Unsubscribed → The message is visible to your team instead
Mark as Read or Unread (✉️ Envelope Icon)
Mark messages as read or unread to help manage your workflow
Refresh Messages (🔄)
Use the refresh icon to reload and see the latest updates
Notifications
You can manage notifications by going to:
My Profile → Notifications → Inbox
Options include:
All message notifications
Only messages for your team
Only messages assigned to you
All inbox messages
Understanding RFIs (Requests for Information)
An RFI is a request from the Enterprise team asking for specific information or documents needed to complete your accounting.
RFI Fields You May See
When responding to an RFI, you may be required to complete different types of fields:
Checkbox – Confirm completion
Select – Choose from a dropdown
Text – Enter written responses
Date – Select a date
Signature – Enter your name
Document – Upload a file
Number – Enter a numeric value
“Needed By” Date
Each RFI includes a Needed By date.
This is the deadline for submitting your information.
Meeting this deadline is critical because:
It allows the Enterprise team to complete accounting on time
Missing deadlines may impact payment dates and reporting timelines
Message Statuses
Messages will update status as they progress:
Unread – Message has not been opened
Responded – A reply has been submitted
Returned ⚠️
The document or information provided was incorrect
You will need to resubmit with the correct information
Completed / Satisfied
The Enterprise team has reviewed and approved the submission
The RFI is complete
Key Things to Remember
You can only send messages to the Enterprise team (not internally)
Messages act like shared threads for collaboration
Pay close attention to Needed By dates
Watch for Returned status and resubmit quickly if needed
Use subscriptions (🔔) to stay accountable for responses