Review bank transactions opens a state-filtered list. No transactions in this state means the selected state has no rows on that page; it does not mean the connection has never received activity.
- Open Bank transaction state and inspect the available states, including Review, Pending, Imported, Matched, Conflict and Removed.
- Choose the state that fits the record you are looking for. Activity you already imported or matched may no longer appear in Review.
- Use the transaction count and Previous or Next controls to check the relevant page.
The connection’s status badges summarize counts across states. Compare them with the list’s selected state when checking whether activity is missing.
Trace the next record
Imported or matched records can offer Review in Accounting. Follow that link to inspect the accounting transaction and its current treatment. A bank source record and its accounting transaction represent different stages of the same evidence trail.
If a record changed state unexpectedly, capture its date, description, amount and the states you checked. Include any reason or latest-bank-evidence message displayed with it. This gives support a specific record to trace without asking you to repeat an entire import.
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