GrantKeeper Docs
App

Manual Entry

Manual entry is still available from a Table. Use it when a transaction did not come from a company-card import or needs special handling.

Add Entries Manually

  1. Open Tables.
  2. Open the relevant Table.
  3. Select Add Entries.
  4. Choose one or more documents.
  5. Set or confirm the start date.
  6. Let GrantKeeper fill fields from the document.
  7. Review each field.
  8. Use regenerate field or fill all when extraction is missing or wrong.
  9. Check possible duplicates.
  10. Add conversion evidence for non-GBP entries.
  11. Save the entry.
Manual entry wizard with receipt selection and extracted field review
Manual entry wizard with receipt selection and extracted field review

The start date matters because it gives AI context for ambiguous dates. If a receipt date is wrong, check the start date and extracted document data.

Regenerate a Field

Use field regeneration when a specific value is wrong and you want AI to re-check only that field. Always review the new value before saving.

Skip and Delete

When adding entries, skip moves past a document without creating an entry. Delete removes the document. Use delete only when the file is truly unnecessary.