Draft
Imported items waiting to become real transactions.
What is the Draft screen?
Items that have been imported (for example from a bank statement or invoice email) but not yet turned into a real transaction sit here as Drafts, each showing how many of its line items are Converted vs. Pending.
Why does this matter?
Automated imports can misread a vendor name, amount, or date. Drafts give you a review step before that data becomes a permanent transaction.
When would I use this?
- After uploading a bank statement or invoice
- Periodically, to make sure nothing is stuck waiting for review
- Before trusting a report that should include recently-imported data
Before you start
You need access to the Draft screen under Finance → Inex.
Reading the stats
| Item | Meaning |
|---|---|
| Total Drafts | All drafts on record. |
| Draft | Drafts not yet converted at all. |
| Partially Converted | Drafts where some line items have been converted. |
| Converted | Drafts fully converted to transactions. |
How to review and convert a draft
- Open Draft
Go to Finance → Inex → Draft.
- Open the draft you want to review
Click into a draft to see its individual line items and their Pending/Converted status.
- Correct and convert
Adjust vendor, category, source, project, or currency as needed, then convert the pending lines into real Income/Expense transactions.
The draft table
Each row shows the draft's Title, Status, Total line items, Converted count, Pending count, Conversion %, and Created At date.
Example
Show transcript
Transcript will be added when the video is published.