Bill details can identify their source with labels such as Synced from QuickBooks, Read by Institution Max or From the source document. These labels help explain how a value reached the workspace. They do not make every displayed value equally verified.
Open Record history and the source document where available. Compare the supplier, reference, dates and amounts with the original evidence. If document reading supplied a value, review it directly; the interface notes that extraction confidence is not calibrated.
For a document managed through an external accounting connection, identify the source that owns the record before attempting a correction. Native draft editing and the external provider's document workflow are not interchangeable paths for the same evidence.
For an Institution document, inspect its saved attachments, payments and corrections through the retained document. Keep the original source label and history intact when investigating a discrepancy. A successful extraction or synchronization is not, by itself, proof that the obligation has the right accounting treatment or that a supplier payment occurred.
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