Step 7 of 8 · Tutorial: Process a Month of Receipts
Resolve Missing Receipts With Re-export and Re-upload
If receipts are missing, tell the purchaser which receipts are needed. Ask them to upload or attach the receipt in the bank account, then re-export the same bank statement date range.
Open any related Table and use Re-upload. GrantKeeper compares the fresh export with saved entries and shows a preview of:
- newly available receipts that can be added to existing entries,
- description changes,
- transactions already found in other Tables,
- genuinely new transactions that need categorising and routing to Tables.
Exact receipt and description matches may be selected by default, but you still choose Apply. Fuzzy matches are shown for review and should be checked before approval.
If new transactions appear, use Auto Categorise in the Re-upload preview, review the categories, then choose the existing target Table for each category. Repeat the re-export and Re-upload loop until no required receipts are missing.