GrantKeeper Docs

Documentation

GrantKeeper user guide

Everything you need to capture receipts, build clean grant tables, and produce audit-ready exports. Start with the overview, then use the tutorial to process a realistic month end-to-end.

Get started

Start HereGrantKeeper is built for grant expense tracking. It helps finance and operations teams collect receipts, extract data, allocate spending to grants, check missing evidence, and export reports for funders or auditors.Core WorkflowUse Core Workflow as a one-page map of the main GrantKeeper areas.Tutorial: Process a Month of ReceiptsUse this tutorial when you are processing a new month of company-card expenses.8 steps

Set up

SettingsOpen Settings to configure the organization before processing large amounts of data.6 topics

Capture transactions

TransactionsTransactions is the preferred way to import receipts and expenses.4 topics Review an Import BatchA batch is the review stage between bank import and final Tables.11 topics Missing ReceiptsMissing receipts are one of the main workflow checkpoints.

Manage documents

DocumentsDocuments is the evidence library.13 topics

Build grant tables

TablesTables are final expense records.14 topics Manual EntryManual entry is still available from a Table. Use it when a transaction did not come from a company-card import or needs special handling.Master TableThe Master Table combines entries from all Tables in the organization.

Verify

ReconciliationReconciliation checks whether bank statement rows match GrantKeeper entries.VAT and Currency EvidenceVAT and currency handling are compliance-sensitive. Review them before export.

Export

ExportsExports create files for review, grant submission, audit, or internal reporting.

Reference

Search, Filters, and IDsUse global search from the sidebar to find:TroubleshootingLarge imports can take time because GrantKeeper may be parsing rows, downloading receipts, uploading documents, generating evidence, and running AI checks. Wait for the progress dialog unless it clearly fails.Known LimitationsUse these limitations as review reminders before you rely on automation or send evidence outside your organization.ReferenceUse Reference when you need a quick reminder of screen purpose, supported import formats, status names, folder meanings, categories, evidence types, or the final review checklist.