Topic 2 of 12 · Review an Import Batch

Edit Batch Entries

Most important fields can be edited in the batch table:

  • vendor,
  • purchaser,
  • description,
  • cost,
  • total GBP,
  • purchase method,
  • VAT status,
  • grant,
  • category.
Editable batch entries showing categories, grants and receipt-review actions
Editable batch entries showing categories, grants and receipt-review actions

Click editable fields directly. For VAT, manual changes mark the VAT source as manual and should be preserved by later automated steps.