Step 5 of 8 · Tutorial: Process a Month of Receipts
Categorise and Review the Batch
Use the batch Categorise or Re-categorise action before saving. Categories decide which entries go into Travel, Materials, Overheads, and Other target Tables.
Check:
- entries with missing receipts,
- money-in rows and refund pairs,
- purchaser names,
- VAT status,
- grants,
- categories,
- descriptions,
- conversion evidence for non-GBP rows,
- rows that should be excluded.
Use the batch actions to optimize descriptions, categorise entries, set purchasers, analyse VAT, chase missing receipts, or re-upload a newer bank export while the batch is still unsaved.
