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Review, Approve, and Post

Nothing reaches the ledger until you approve rows and post them. Treat the review grid like a checklist before real money moves.

Review data rows​

On the batch detail page, open the Review Data tab:

  1. Edit cells inline when OCR misread an amount, date, or payee.
  2. Add row if a line was missed.
  3. Delete row for junk or duplicate lines.
  4. Use the Documents and Raw OCR Text tabs when you need to compare the image or original text.

Approve or reject​

  1. Select one or more rows in the grid.
  2. Optionally Validate before you approve.
  3. Approve rows you are ready to post.
  4. Reject rows you do not want — include a reason.

Only Approved rows can be posted. Rejected rows stay in the batch for history but do not create payment records.

Post to a payment module​

For approved rows:

  1. Click Post to Module.
  2. Confirm or adjust the payment type (same six options as on upload).
  3. Select party, account, bank, and currency as required for that payment type.
  4. Confirm — rows become Posted and link to the new ERP payment records.

:::danger Posted creates real transactions Approve and post only rows you intend to book. Posted payment vouchers create real financial transactions. :::

Lookups you may need​

When posting, Biznsbook expects company master data to exist:

  • Parties (customers / suppliers / payees)
  • Transaction accounts
  • Banks (for bank and cheque types)
  • Currencies

If a required field is missing, fix master data first, then retry post.

Next step​

OCR permissions and troubleshooting

Menu missing, engine down, or post errors.

OCR in Biznsbook: An overview

How OCR fits next to Expense and Restaurant scanning.