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Review an Import Batch

A batch is the review stage between bank import and final Tables.

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Start with Batch Details and SummaryThen continue through the remaining 11 topics in order.

In this guide

  1. 1Batch Details and SummaryThe batch page shows:
  2. 2Edit Batch EntriesMost important fields can be edited in the batch table:
  3. 3Set PurchaserFor Monzo batches, the app may suggest a purchaser from receipts. You can apply a purchaser to the batch or edit individual rows.
  4. 4Optimise DescriptionsUse Generate Descriptions in the batch to produce clearer descriptions using the selected grant's context. Review generated descriptions before export. Avoid vague or funder-sensitive wording if the grant provider has strict description expectations.
  5. 5Categorise EntriesUse categorisation to split entries into:
  6. 6Set GrantsSet the grant field before saving when the batch belongs to a known grant. Grant allocation can also be edited later in the Table.
  7. 7Review VATVAT is set for each entry during the import, so there is no VAT queue to work through. It may come from:
  8. 8Review ReceiptsReview receipt warnings before saving an import batch. Every receipt is read during the import, several at a time, and the **Reading receipts** step counts them as they finish. A receipt is accepted when the bank charge equals its total, a card or wallet payment printed on it, one of its invoice lines, or the balance after a printed credit. Several receipts on one entry are accepted when one of them shows the charge or their totals add up to it. Anything else is listed under **Receipt review** when you open the batch. A warning never changes the bank amount.
  9. 9Money In ReviewMoney-in rows can be refunds, reversals, transfers, grant receipts or other credits. Review them so a refunded expense is not claimed at its original amount.
  10. 10Chase Missing ReceiptsUse Chase Receipts when batch entries are missing invoice evidence.
  11. 11Re-upload an ImportUse batch re-upload when you have a newer bank export for the same batch and have not saved the batch to Tables yet.
  12. 12Save to TablesUse Save to Tables when the batch is ready.