Magic Box: One Inbox for Every Company Document

You don’t have to sort your documents before sending them to Rise. A receipt, a purchase invoice, a billing spreadsheet, a contract, a set of board minutes — they all go through the same slot. Magic Box recognises what it received and does what that file deserves: an invoice becomes a draft, a receipt is reconciled against a bank transaction, a contract lands in Rise Drive. You don’t need to know in advance which feature a file belongs to. That’s Magic Box’s job.

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Three ways to send

For invoices that arrive regularly, set up a forwarding rule in your mailbox once. After that the material moves into Rise on its own.

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What Magic Box does with a file

Handling depends on the file type. Nothing is parked waiting for you: Magic Box takes each item as far as it can, and leaves you only the step that genuinely needs a decision.

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Purchase invoice

The invoice is read in and a complete purchase invoice draft appears in the app. Complete means the fields are already filled in: supplier, invoice number and reference, due date, amount and VAT, plus the account coding and the dimensions. There is nothing to type and nothing to look up on the invoice. The draft waits in the Received list until someone sends it onward. From there it runs through the normal approval flow exactly as an e-invoice would — Magic Box is one way to get an invoice in, not a parallel process of its own. In practice your work on the invoice is to check that the draft matches it, and move it on. → Purchase Invoices

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Sales billing data

This is where the most time is saved. Send the material your billing is based on — a project billing report, or a spreadsheet covering your whole customer base — and Magic Box turns it into sales invoice drafts. One file produces as many invoices as there is billable work in it. The drafts are ready to send. You review them and send. → Invoicing

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Receipt

The receipt is reconciled against transactions on your bank account or credit card statement. When a match is found, the receipt is attached to the transaction and that’s the end of it — nothing further is needed from you. → Expenses

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Travel and expense claims

A travel claim becomes a draft that is ready both to approve and to pay. No lines to fill in by hand before approval.

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Contracts, minutes and other documents

Other company documents are stored in Rise Drive. Magic Box recognises them there, so they don’t just pile up as files: the system can draw on them as the basis for later clarifications. When an entry needs justifying months from now, the background material is already stored and identified. That is the reason to send Magic Box the things that are neither invoices nor receipts. → Rise Drive: what goes into Rise Drive, who sees what, and how long material is kept.

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What does not go through Magic Box

One purchase-invoice channel runs its own route: e-invoices arrive directly at your company’s e-invoicing address. They land in the same Received list as invoices that came through Magic Box, so handling from that point on is identical.

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