Reopening requires a verified preview of the affected statement windows. If the plan cannot load, is incomplete, or no longer matches the current period, the action cannot be prepared from that preview.
- Read the error in Affected statement windows.
- Use the retry control or close and refresh the reconciliation workspace as instructed.
- Reopen the review and inspect the complete current list before confirming.
The plan is part of the decision
It identifies the selected period and later completed windows that will reopen with it. Approving without that list would leave the action’s scope unclear.
Do not infer the affected set from memory or an earlier screenshot when current evidence has changed. A later period may have been completed or updated since the first preview. If a retained reopening request already exists, its retry can only recover the original saved outcome; it is not a way to approve a new changed plan. Resolve that outcome first, then prepare a current request if needed. Once the plan loads, confirm every date range and the account before writing the reason. The existing source history remains, but each reopened window will need the appropriate subsequent review.
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