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  • Review an Import Batch
    • 1.Batch Details and Summary
    • 2.Edit Batch Entries
    • 3.Set Purchaser
    • 4.Optimise Descriptions
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DocsCapture transactionsReview an Import BatchSet Purchaser

Topic 3 of 11 · Review an Import Batch

Set Purchaser

For Monzo batches, the app may suggest a purchaser from receipts. You can apply a purchaser to the batch or edit individual rows.

If purchaser suggestions are poor, update Settings > Purchasers with the correct names and emails.

PreviousEdit Batch EntriesNext Optimise Descriptions

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