Before recording statement evidence, confirm that the chosen document supports the selected account and exact window. Similar filenames, identical balances, or statements from the same bank are not enough to establish the correct scope.
- Open or inspect the source statement and identify its account and currency.
- Compare its start and end dates with Manage reconciliation.
- Verify both opening and ending balances before selecting the document and checking the confirmation.
Treat each account statement separately
A combined download may contain several accounts or pages. Make sure the evidence you are relying on actually establishes the selected account’s balances and activity for this period.
If the document belongs to another window, choose the correct reconciliation or obtain the appropriate statement. Do not change valid period dates or balances merely to fit the file that happens to be available. When the document list spans pages, select deliberately and recheck the filename before submitting. A successful evidence action records your verification of specific facts. Later reviewers should be able to follow that relationship without guessing which account or section of a file you intended. Complete the reconciliation only after matching and other current requirements are also resolved.
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