Review
Review/Edit item
Same edit modal as SARVΩm — pick a topic below; the modal highlights one area and scrolls to it.
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.
Northside Energy — Electricity
Needs reviewUploaded:29 May 2026Source:Email forward
Dates
Auto-picked from document — please confirm
Clear
Umbrella
Auto-picked — please confirm
Category
Auto-picked — please confirm
Amount
Auto-picked from document — check against preview
Notes
Type
For reporting only — optional. Does not affect review or completion.
Expense
YesNoUnsure
Use
BusinessPersonalMixedUnsure
Flagged for review. Tick Reviewed and Confirmed when correct, then Save.
SaveRevert
More Actions ▾
Document preview
Sample document
Electricity Bill
Northside Energy
- Amount due
- $184.60
- Due date
- 12 Jun 2026
- Account
- •••• 4821
How this step works — one highlight at a time
What you're seeing
Review/Edit item is the most important step in SARVΩm. You check the item beside the real document and confirm what is true.
What to do
- Work through each topic below — one highlight at a time.
- Complete every field marked * (required) against the document preview.
- Tick Reviewed and Confirmed and Save when the item is correct.
Why it matters
Until you finish this properly, the item stays in Needs Review. It cannot move to Completed or feed Insights and accountant reports reliably.
What happens next
Open Document preview to see the source bill on the right.