Step 1 of 8 · Tutorial: Process a Month of Receipts
Prepare Grants, Settings, and Target Tables
Open Grants and make sure every grant you will be claiming against exists, with:
- a clear name and color,
- its start and end dates,
- the funder, reference, and total award,
- the people working on it,
- its award letter, agreement, or terms uploaded as context, with the rules checklist confirmed,
- grant assignments if you use timesheets or schedule-based reporting.
Prepare these details before the monthly review. You can save a grant without supporting documents, but confirmed context helps produce more useful descriptions.
Then open Settings and make sure the organization has:
- purchasers for the people who spend money,
- email addresses for each purchaser.
Purchaser emails matter. GrantKeeper uses them to match sender emails, receipt metadata, chaser emails, imported transaction owners, and timesheet people.
Then open Tables and create the Tables you want to export later. In the normal workflow, create one Table per grant, period, and category before importing bank statements.
For example:
- Aurora Jan-Mar 2026 - Travel,
- Aurora Jan-Mar 2026 - Materials,
- Aurora Jan-Mar 2026 - Overheads,
- Aurora Jan-Mar 2026 - Other.
Use a consistent base name and category suffix. This makes the tables easier to select during Save to Tables and easier to recognize during later Re-upload previews.
