Organising
What each document status means
Queued, Processing, Needs mapping, Extracted, Reviewed, Failed, and Deleted.
Updated 10 October 20261 min read
| Status | Meaning |
|---|---|
| Queued | The file was accepted and is waiting to be read. |
| Processing | AutoBooks is reading it now. |
| Needs mapping | A spreadsheet with a new column layout. Map the columns once. |
| Extracted | Rows are waiting for you in the Review Grid. |
| Reviewed | No rows from this file are waiting for review. |
| Failed | No usable data was found, or reading did not complete. Hover for the reason. |
| Deleted | Removed by an accountant. The client portal shows Deleted by your accountant. |
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- ReadingWhy a file failedUsually the file had no printed totals or could not be read clearly. Check the reason and upload a clearer copy.
- ReadingSpreadsheet imports and column mappingMap the columns of a new spreadsheet layout once. Later files with the same headers map themselves.
- OrganisingDelete a documentAccountants can delete a document. The client still sees that it was deleted, so nothing vanishes without a trace.
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