Review an Import Batch
A batch is the review stage between bank import and final Tables.
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Start with Batch Details and SummaryThen continue through the remaining 10 topics in order.In this guide
- 1Batch Details and SummaryThe batch page shows:
- 2Edit Batch EntriesMost important fields can be edited in the batch table:
- 3Set PurchaserFor Monzo batches, the app may suggest a purchaser from receipts. You can apply a purchaser to the batch or edit individual rows.
- 4Optimise DescriptionsUse Optimise Descriptions to generate cleaner grant-friendly descriptions. Review generated descriptions before export. Avoid vague or funder-sensitive wording if the grant provider has strict description expectations.
- 5Categorise EntriesUse categorisation to split entries into:
- 6Set GrantsSet the grant field before saving when the batch belongs to a known grant. Grant allocation can also be edited later in the Table.
- 7Review VATVAT may come from:
- 8Money In ReviewMoney-in rows can be refunds, reversals, cashback, top-ups, or other credits.
- 9Chase Missing ReceiptsUse Chase Receipts when batch entries are missing invoice evidence.
- 10Re-upload an ImportUse batch re-upload when you have a newer bank export for the same batch and have not saved the batch to Tables yet.
- 11Save to TablesUse Save to Tables when the batch is ready.