Topic 2 of 11 · Review an Import Batch

Edit Batch Entries

Most important fields can be edited in the batch table:

  • vendor,
  • purchaser,
  • description,
  • cost,
  • total GBP,
  • purchase method,
  • VAT status,
  • grant,
  • category.
Editable batch entries with categories, grants, VAT status, and attached evidence
Editable batch entries with categories, grants, VAT status, and attached evidence

Click editable fields directly. For VAT, manual changes mark the VAT source as manual and should be preserved by later automated steps.