How To Use The Expenses Bulk Queue

What this does

This guide explains how to review uploaded receipt drafts in the Bulk Queue.

This is where you inspect status, open drafted expenses, retry stuck items, view receipt previews, and delete bad queue items.

Before you start

• You should already have uploaded files through Bulk Upload.
• The queue is most useful when the receipt autofill process has already started or finished.

Steps

1. Open Expenses.
2. Go to Bulk Queue.
3. Use Batch Name or Batch ID if you need to narrow the results.
4. Click Search.
5. Review each row’s status badge.
6. Use View receipt or the receipt icon to inspect the original file.
7. Use Open to jump into the drafted expense record.
8. Use Retry on stuck items where it is available.
9. Use Retry All Stuck if you need to retry the entire backlog of stuck items.
10. Use Delete if a queue item should be removed.

Related actions on this page

Depending on the row state, you may also use:

• Open from the row or batch-level result area
• View receipt to inspect the original upload
• Close to leave the preview dialog

Common mistakes

• Assuming the queue is only for technical failures instead of normal batch review.
• Ignoring autofill confidence or receipt detail problems before opening the draft.
• Retrying bad queue items without fixing the underlying upload or receipt issue.

What to do next

Open the draft record from the queue if the receipt needs manual cleanup before it becomes a final expense.

Related guides

• Expenses: How to bulk upload expenses
• Expenses: How to add an expense