Topic 8 of 11 · Review an Import Batch

Money In Review

Money-in rows can be refunds, reversals, cashback, top-ups, or other credits.

Use Money In Review to:

  • auto-detect refund pairs,
  • apply matched pairs so both refund and original expense are excluded where appropriate,
  • dismiss money-in rows that should not become claim entries,
  • unpair incorrect matches.

Do not save money-in rows into final Tables unless you have checked what they represent.

Money In Review panel showing a refund pair, the original expense, and the apply changes action
Money In Review panel showing a refund pair, the original expense, and the apply changes action