Needs Review
Needs Review
New and uncertain items land here until you check them — human-confirmed truth starts next.
Sample data — same screens as the product demo, with room to learn below.
SarV-Ωm — Workspace
OverviewAction Needed1BankInsightsReportsDocumentsUpload document
Needs Review (1)OutstandingReceiptsCompletedRecurring
Flow: Needs Review → Outstanding → Completed
Needs Review
Northside Energy — Electricity
Uploaded: 29 May 2026 · Source: Email forward
Core flagged uncertain fields — open to review amount, due date, umbrella, and category.
Amount $184.60Due 12 Jun 2026
New uploads land here until you confirm the key details.
How this step works
What you're seeing
Action Needed → Needs Review shows items that are not final yet. Open a row to check key details.
What to do
- Look for the Needs Review count on Action Needed.
- Open an item when you are ready to check amount, dates, and grouping.
- Treat items here as drafts until you review them properly.
Why it matters
Needs Review is the gate between automatic processing and records you trust.
What happens next
Open Review/Edit item — the most important tutorial section.