Review Grid
The Review Grid
One table per client where you check every extracted row before it counts.
Updated 10 October 20261 min read
The Review Grid is the human checkpoint. Nothing that AutoBooks reads reaches the trial balance or Tally until someone acts on it here.
Open it
- 1Choose a client in the top-bar client picker.
- 2Open Review Grid from the sidebar.
Tabs and filters
- Tabs: All, Purchases, Sales, Bank, and Petty Cash, with a type filter inside each.
- Filters: Synced to Tally, Unsynced, Mapped ledger, Unmapped, Pending review, and Added to trial balance.
- Search, sort, amount from and to, description, ledger, and ledger type.
- 100 rows per page.
Columns
Each row shows its serial number, source file, date, party, description, Base Total, Sub Total, VAT, Grand Total, ledger, and voucher type.
| Amount | Meaning |
|---|---|
| Base Total | The net amount before VAT. |
| Sub Total | The goods or line total. |
| VAT | The tax amount. |
| Grand Total | The total including VAT. |
The serial number colour
- Red: not in Tally yet, including queued or failed sends.
- Green: imported into Tally.
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Related articles
- Review GridTransaction mode and editing a rowClick a file name to see the original document beside its voucher and edit any field before it is posted.
- ApprovingAdd to trial balance or Send to TallyTwo separate actions. Do either, both, or neither, in any order.
- Ledgers and rulesSave a keyword ruleTell AutoBooks once that a word means a ledger. Current and future rows follow the rule.
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