How to use ‘To Review’ and ‘Ready’ to organise your inbox and your exports

Use the ‘To Review’ and ‘Ready’ sections of your Sales and Costs Workspaces to mark which transactions you’ve finished editing, and which ones need more review.

After you start uploading receipts, bills and other financial documents to your Receipt Bank account, you’ll see that they’re sorted into two sections: ’To Review’ and ’Ready’.

Use these sections to organise your Items and to easily see which documents need editing and which documents are ready to export or publish.

In the To Review tab you can edit your documents by clicking on the blue hyperlink in the Type column:

Then completed all the missing information and then the item now available to publish or export:

Now, when you’re ready to export your data as a PDF or CSV file, select the items in your Inbox and click Export. Or use the 'Ready' tab to quickly find all of the items you’ve finished editing and export them all at once.