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Topic 1 of 11 · Review an Import Batch

Batch Details and Summary

The batch page shows:

  • source bank,
  • original file name,
  • row count,
  • totals,
  • entries,
  • receipt evidence status,
  • conversion evidence status,
  • VAT status,
  • refund/money-in review when needed.
Batch summary with import details, totals, document counts, and refund review
Batch summary with import details, totals, document counts, and refund review