Core Workflow
Use Core Workflow as a one-page map of the main GrantKeeper areas.
One-page map
How the main areas connect
Start with organization setup, move bank-backed spending through review, then export from the saved tables.
Set up purchasers, email addresses, grants, assignments, schedules, and timesheets.
Create the grant-period category tables that reviewed entries will be saved into.
Import Monzo CSV or Revolut ZIP bank exports into a temporary review batch.
Check purchaser, category, grant, VAT, descriptions, documents, refunds, and evidence.
Save approved rows into the target tables and use Re-upload for later receipt updates.
Download funder-ready reports, receipt evidence, reconciliation outputs, and timesheets.
Documents support the review flow
Imported receipts, manual uploads, emailed evidence, and generated conversion files all feed into batch and table review.
Missing receipts loop back into tables
Chase the purchaser, re-export the same bank date range, then use Table Re-upload to attach newly available receipts without duplicating entries.
Transactions
Transactions is the main entry point for bank-backed spending. It imports Monzo CSV and Revolut ZIP exports into batches after you have created the target Tables for the period.
Batches
Batches are temporary review areas. A batch contains imported bank rows and linked receipt/conversion evidence before they become final Table entries.
Tables
Tables are the main grant/project expense records. In the preferred workflow, you create the needed category Tables first, save reviewed batches into those existing Tables, then use Table Re-upload to collect newly attached receipts from later bank exports.
Documents
Documents stores uploaded receipts, invoices, email attachments, generated conversion evidence, and imported receipt files. It also includes triage folders for duplicates, blank documents, and possibly prohibited items.
Settings
Settings stores organization knowledge: purchasers, emails, grants, grant assignments, schedules, timesheets, and timesheet exports. This data improves automation across the app.
Master Table
The Master Table combines entries from all Tables. Use it for cross-table review, duplicate scanning, insights, reconciliation, and filtered exports.