Manage reconciliation can warn that the statement changed while the panel was open. The action’s original balances, activity, or evidence are then outdated, so close and refresh before preparing a new action.
- Read the changed-statement notice.
- Close the action panel and refresh Reconciliation.
- Reopen Manage reconciliation, inspect the current facts, and select the appropriate action again.
Review selections after the refresh
A row that was previously unmatched may now be matched, a balance may have changed, or current evidence may differ. Reusing the old selection without inspection could apply the wrong decision to the updated period.
If you have unsaved changes, the panel can ask whether to discard them before closing. Decide deliberately rather than assuming they were submitted. A retained request is a separate case: it can only check its original saved outcome, even after the current statement changes. Resolve that result before preparing a fresh action. The refresh is not merely cosmetic; it establishes the evidence against which the next match, balance update, attestation, or completion will be reviewed. Confirm the current account and date range again after reopening.
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