Troubleshooting

The Import Is Taking a Long Time

Large imports can take time because GrantKeeper may be parsing rows, downloading receipts, uploading documents, generating evidence, and running AI checks. Wait for the progress dialog unless it clearly fails.

If it fails repeatedly, try a smaller file or split the import into smaller periods.

I Uploaded the Wrong File Type

Use Monzo for CSV files. Use Revolut for ZIP files.

If you upload a ZIP to Monzo or a CSV to Revolut, the app should show a file type warning.

A Receipt Is Missing After Import

Possible causes:

• the bank export did not include a receipt URL or attachment,
• the receipt URL expired,
• the receipt failed to download,
• the receipt file could not be uploaded,
• the bank row never had a receipt attached.

Use Chase Receipts or Add Document to Entry.

A Document Is in Blank but It Is Not Blank

Move it back to Documents and bulk reprocess if extracted data is missing. If it keeps happening, check whether the file is low quality, incomplete, or missing key receipt fields.

A Duplicate Is Not Really a Duplicate

Move it out of the duplicate folder or duplicate entries section. Check whether it shares vendor, date, amount, and currency with another item.

A Duplicate Was Missed

Duplicates can be missed when vendor names differ, dates differ, amounts are split, or receipt images are not comparable. Use search, reconciliation, and manual review for high-risk cases.

Conversion Evidence Failed

Check:

• purchase date is not in the future,
• original currency is not GBP,
• cost and total GBP are valid,
• the conversion evidence service is available.

Fix the fields and regenerate evidence.

Edits Do Not Appear Immediately

Refresh the page if needed. If filters or sorting are active, the edited row may have moved.

Export Is Missing Entries

Check:

• entries are in the main Table, not the duplicate section,
• filters were not applied unexpectedly,
• entries were saved from the batch,
• entries were not excluded as refunds or duplicates,
• the export date range includes the entries.

Search Does Not Show a Document

Check whether Include used documents is off. Used documents are hidden by default in many document selection views.

Schedule Import Cannot Detect Columns

Check that the CSV has recognizable headers for financial year, month, name/person, grant/project, and hours/time. The importer is intentionally narrow and may not understand unrelated formats.