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Tables

Tables are final expense records.

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Start with Create a TableThen continue through the remaining 13 topics in order.

In this guide

  1. 1Create a TableIn the recommended workflow, create the target Tables manually before importing bank statements. The Save to Tables dialog can still create Tables when needed, but pre-created category Tables make review and re-upload clearer.
  2. 2Table DetailsTable details can include:
  3. 3Entry ColumnsCommon entry fields include:
  4. 4Edit EntriesMany table cells are editable inline. Click a field, edit it, and save by leaving the field or confirming the change.
  5. 5Bulk EditUse Bulk Edit Field when many entries need the same change, such as setting purchaser or grant.
  6. 6Color-Code EntriesUse color flags to track review state, issues, or internal workflow categories. Colors are a user workflow tool and do not replace VAT, grant, or evidence checks.
  7. 7Filter EntriesUseful filters include:
  8. 8DuplicatesTables can scan for duplicates. Duplicate entries appear in a separate duplicate section and are excluded from normal summaries and exports.
  9. 9Add Evidence to an EntryIf an entry is missing invoice evidence, use the Add Document action. GrantKeeper may suggest likely documents. Check the preview before linking.
  10. 10Conversion EvidenceNon-GBP entries should have conversion evidence. If evidence is missing, use the generate action on the entry or bulk evidence generation where available.
  11. 11Generate DescriptionsUse Generate Descriptions to rewrite descriptions for table entries. This is useful when imported bank descriptions are too vague. Review generated descriptions before export.
  12. 12Review DescriptionsUse Review Descriptions on a Table when you want GrantKeeper to scan entry descriptions before export.
  13. 13Re-upload a TableUse table re-upload when an existing Table should be updated from a newer bank export for the same period. This is the main way to pull in receipts after a purchaser has added them to Monzo or Revolut.
  14. 14Export a TableUse Export on the Table page to download a table report and evidence files. Duplicate entries are not treated as normal export entries.