Attach statement activity selects eligible statement rows that are not already attached, matched, or ignored. Use it to establish their relationship to the current statement window before reviewing matches.
- Open Manage reconciliation and choose Attach statement activity.
- Select the rows supported by the account’s statement and period.
- Submit the attachment, then inspect their updated status in Statement activity.
Check the window boundaries
The selected rows must belong to the current statement dates. If a row appears outside the expected scope, refresh the view and investigate the source rather than attaching it merely because its amount seems relevant.
You can select up to 100 distinct rows, with selections retained across pages. Review the complete selected set before submitting. Attachment does not merge rows or match them to accounting transactions. Continue with Match selected activity where the evidence supports exact signed totals, or use another permitted review action when appropriate. If a row already has a match, use the match-review workflow instead of attempting a second attachment. After any source change, reopen the action from refreshed evidence so the attachment applies to the current account-period context and not an outdated screen.
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