GrantKeeper Docs
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Manual Entry

Manual entry is still available from a Table. Use it when a transaction did not come from a company-card import or needs special handling.

Add Entries Manually

  1. Open Tables.
  2. Open the relevant Table.
  3. Select Add Entries.
  4. Choose one or more documents.
  5. Set or confirm the start date.
  6. Let GrantKeeper fill fields from the document.
  7. Review each field.
  8. Use regenerate field or fill all when extraction is missing or wrong.
  9. Check possible duplicates.
  10. Add conversion evidence for non-GBP entries.
  11. Save the entry.
Manual entry wizard showing the Invoice Evidence step and Select documents action
Manual entry wizard showing the Invoice Evidence step and Select documents action

The start date matters because it gives AI context for ambiguous dates. If a receipt date is wrong, check the start date and extracted document data.

The payment step includes the grant field, which is a dropdown of the organization's selectable grants. Create the grant on the Grants page first if it is not listed.

Regenerate a Field

Use field regeneration when a specific value is wrong and you want AI to re-check only that field. Always review the new value before saving.

Skip and Delete

When adding entries, skip moves past a document without creating an entry. Delete removes the document. Use delete only when the file is truly unnecessary.