Reviewing a packet before it posts

A monthly management packet or board report is rarely one document. It is a cover letter, a balance sheet, a P&L, a delinquency report, and a stack of invoices, all in one PDF. Import Books handles that without asking you to split the file yourself.

The manifest:
When an uploaded file holds more than one document, you get a list instead of going straight to a review. It tells you how many documents were found and how many of them can actually be imported into Accounting, then asks you to pick one to review.

Every document found is listed, including the ones Accounting cannot use — those are shown greyed out and labelled "No importer for this type yet" rather than hidden. You see everything that is in the file, so nothing looks like it went missing. Those documents can still be filed.

Each row shows where it stands: Review to open it, In review while you are working through it, or Imported with the journal entry number and date once it has posted. If the file contains exactly one importable document and it has not been imported already, it opens for review automatically.

What you review is what posts:
The pages you reviewed are the pages that get imported. When you post, the platform re-reads only those pages of the document and works from that alone — it cannot quietly pull figures from elsewhere in the packet. You can narrow the page range, but never widen it beyond what the document actually has, and if the pages cannot be isolated the import stops rather than falling back to reading the whole file.

The result confirms it back to you: "Read from pages 12-13 — the same pages you reviewed."

Working through a packet:
Open one document, review it, post or save it, and you come back to the manifest with that row now marked Imported. Work down the list at your own pace. Because posting trues your books up rather than stacking (see "Import Books"), stopping halfway and coming back later is safe.