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Topic 13 of 14 · Tables

Re-upload a Table

Use 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.

Table detail page with reviewed entries and the Re-upload action available
Table detail page with reviewed entries and the Re-upload action available
  1. Open any related Table, such as the Travel or Materials Table for the claim period.
  2. Select Re-upload.
  3. Upload the fresh bank export for the same date range.
  4. Review the preview.
  5. Apply newly available receipts and description changes.
  6. If the export includes new transactions, use Auto Categorise, check the categories, and select the existing target Table for each category.
  7. Apply the changes.

The preview can also detect transactions that already exist in other Tables. If a receipt belongs to an entry in another Table, GrantKeeper can add the receipt there. If a transaction already exists elsewhere and does not need a receipt, it is skipped.

Consistent table names help the preview preselect related category Tables. If the app does not preselect the right Table, choose Existing Table manually before applying.