GrantKeeper Docs
App

Topic 11 of 11 · Review an Import Batch

Save to Tables

Use Save to Tables when the batch is ready.

Batch page with the reviewed entries and Save to Tables action ready to use
Batch page with the reviewed entries and Save to Tables action ready to use

You can:

  • create one new table,
  • add entries to an existing table,
  • split entries into category-specific tables,
  • skip duplicates when saving to an existing table.

The preferred path is category-based saving into existing Tables. Select Existing Table for Travel, Materials, Overheads, and Other, then choose the Tables you created for the grant and period. Skip duplicate entries is enabled by default for existing Tables so overlapping transactions are skipped while newly found receipt evidence can still be linked.

After saving, the entries become normal Table entries and their batch evidence links are copied into final evidence links.