Tables
Tables are final expense records.
In this guide
- 1Create a TableIn the recommended workflow, create the target Tables manually before importing bank statements. The Save to Tables dialog can still create Tables when needed, but pre-created category Tables make review and re-upload clearer.
- 2Archive TablesArchiving moves a table out of the main list into the **Archived tables** section at the bottom of the Tables page. Nothing is removed: its entries, documents and links stay as they are, it still opens as usual, and it remains included in the Master Table, totals and exports.
- 3Table DetailsTable details can include:
- 4Entries With No GrantGrants are usually assigned at the end of a quarter, so a table often has entries with no grant yet. When it does, **Review tools** shows **Unspecified grant** with how many, and the panel has an **Unspecified grant** section:
- 5Table SummaryThe summary shows original spend and, where applicable, refunds and spend net of refunds. Switch between totals including and excluding VAT when reviewing the claim.
- 6Entry ColumnsCommon entry fields include:
- 7Edit EntriesMany table cells are editable inline. Click a field, edit it, and save by leaving the field or confirming the change.
- 8Bulk EditUse Bulk Edit Field when many entries need the same change, such as setting purchaser, category or grant. When the field is grant, the value is chosen from the same grant dropdown used elsewhere. When the field is category, choose a category, or No category to clear it.
- 9Color-Code EntriesUse color flags to track review state, issues, or internal workflow categories. Colors are a user workflow tool and do not replace VAT, grant, or evidence checks.
- 10Filter EntriesUseful filters include:
- 11DuplicatesTables can scan for duplicates. Duplicate entries appear in a separate duplicate section and are excluded from normal summaries and exports. Scans compare the calendar day, so an entry imported from a bank statement and the same purchase added by hand on that day are grouped.
- 12Add Evidence to an EntryAttach receipts to individual entries or review suggestions across the Table.
- 13Conversion EvidenceNon-GBP entries should have conversion evidence. If evidence is missing, use the generate action on the entry or bulk evidence generation where available.
- 14Generate DescriptionsUse Generate Descriptions to rewrite descriptions for table entries. This is useful when imported bank descriptions are too vague. Review generated descriptions before export.
- 15Review DescriptionsUse Review Descriptions on a Table when you want GrantKeeper to scan entry descriptions before export.
- 16Re-upload a TableUse 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.
- 17Export a TableUse Export on the Table page to download a table report and evidence files. Duplicate entries are not treated as normal export entries.