The initial Preview shows the first ten normalized rows of a larger file. Its note explains that every row is checked in the next step, so do not treat the visible sample as a complete review of the batch.
- Use the preview to confirm separator, date convention, column mappings and cash direction.
- Check the summary’s total rows, problem count, date range and money-in and money-out totals.
- Choose Check rows against the books, then inspect the full set of row checks and reasons using its filters and pagination.
A file can begin with clean rows and contain a different date layout, malformed amount or duplicate later. The summary and saved row checks help identify those cases beyond the first screen.
Keep a source comparison
Compare the source’s last transaction and period totals as well as the first rows. This helps catch truncated exports or a missing final month.
If the preview mapping is wrong, correct it before staging the import. If the saved checks identify individual problem rows, resolve them from source evidence. Do not assume that the Import control means every original row will be added; some may be held or excluded with an explicit reason.
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