Step 4 of 8 · Tutorial: Process a Month of Receipts

Open the Batch

When the import finishes, open the new batch from Import History.

A batch is a staging area. It is not yet a final Table. This is the best place to review and clean data before saving it into the Tables you created.

Import batch summary with totals, attached documents, and money-in review
Import batch summary with totals, attached documents, and money-in review