Table of Contents
Introduction
The Drafts module in Indigo Business is designed to give you greater flexibility in your day‑to‑day work. Drafts offer a convenient way to:
Pause a transaction while creating it and resume it at any time
Separate responsibilities so only selected users can post or finalise a record
Review imported data before it officially becomes part of the system
By combining flexibility with control, Drafts help maintain accuracy, support approval workflows, and keep your workflows sorted so nothing goes pear‑shaped. 🍐
Navigate to Drafts > Pending Drafts from the top menu to access the Drafts screen.
How are Drafts Created?
Drafts are created in two ways:
Initial save: transactions create a draft when their mandatory header fields are saved for the first time. Journals create a draft as soon as the first line item is added. All further details are saved automatically in that draft until the record is finalised.
Data imports: draft records can be imported in bulk via Excel file in the Drafts screen. This allows you to review them before they are committed to the system.
The generated draft is tagged with an orange Saved as draft: [folder name] label.
The Drafts Screen
The Drafts screen is divided in three main sections:
🔵 Folder panel: it shows a visual breakdown of the default parent folders (Personal, Teams) and their contents. It's located at the left of the screen.
🟢 Tab bar: it shows all the available tabs and subtabs used to navigate the different draft types and their details.
🔴 Grid: it displays the content of the selected tab in a grid format, as used across all lists in Indigo Business.
🔵 Folder Panel Details
🔵 Folder Panel Details
Folders are there to organise your drafts so that you can provide the right accesses to selected records. Once you select a folder, the content in the grid changes accordingly, showing the name of the folder on top of the tabs.
As we said there are two default folders:
Personal: here you see all the drafts you generated. Subfolders can be created.
Team: here you can share drafts with colleagues. For example, clerks create drafts, add them to the Team folder, and only the accountant reviews and posts them. Subfolders can be created and permissions decide who can view and post the records in them.
You can create subfolder in the parent folders according to your permissions and needs, using the➕ Create folder button right on top of the directory list. To edit and delete them select the ✏️ Edit or 🗑️ Delete buttons instead.
🟢 Tabs Bar Details
🟢 Tabs Bar Details
The Transactions tab shows all transaction drafts such as invoices, credit notes, etc. It has two subtabs:
Headers: here you can see the basic details for the selected transaction's draft, such as the transaction type, the client/supplier name, the total etc.
Items: it shows the detailed line items for the transaction selected in the Headers tab.
The Business Accounts tab lists any new client or supplier draft record waiting to be reviewed.
The Others tab lists any draft records waiting to be reviewed that are not transactions, such as imported VAT codes. Each record's details are visible in a separate right panel called Content.
All the data in tabs are shown as grids. 👇
🔴 Grid Details
🔴 Grid Details
Grids are the standard method used to display data in Indigo Business. You can generally interact with them in the same way throughout the platform. To learn more about this, click ➡️ here. The buttons at the top right of the grid are slightly different according to the tab you're in. The Business Accounts and Others tabs share the same buttons. More details below.
Insert: only visible in the Headers subtab. It allows to create sales and purchase transactions as you do from the sales and purchase ledgers.
Refresh: it refreshes the grid content.
Edit: only visible in the Headers subtab. It resumes the selected transaction.
Delete: use it to delete the selected draft.
Import: use it to start the draft import process according to the selected tab.
Commit: use it to either post the selected transaction or officially upload the selected record in the Business Accounts and Others tabs.
Tagged Only: switch it on to only show ticked lined within the grid.
Errors Only: switch it on to only lines reporting an error at the import and whose value in the State column is Error. The error will be displayed below the grid.
If no errors occurred, a green bar saying 'Ready for import', along with a blue one showing the Total rows, will be displayed instead.
Curious about the different ways to resume a pending draft?? Find out 👉 here.
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