If the detail says automatic checks found different treatments, confirm the transaction’s purpose before proceeding. The disagreement signals that the available evidence supports more than one interpretation.
- Read the rationale, warnings, and any clarification question in the transaction detail.
- Identify the missing distinction, such as whether money was a customer payment or a transfer.
- Use supporting evidence to choose a compatible account through the normal review flow.
Do not resolve uncertainty with repetition
Repeatedly requesting categorization without new context may leave the same ambiguity. A receipt, invoice reference, or short factual description of the business purpose can answer the question more directly.
If you do not know what the transaction represents, leave the category decision for an authorized reviewer who has the evidence. Do not select an account simply because it appears first or because another transaction from the merchant used it. When a suggested treatment also requires account mapping, resolve both the purpose and the compatible account. The resulting choice should explain this payment, and any later rule should be scoped to evidence that truly repeats. A category suggestion alone does not post a ledger entry.
Was this article helpful?
Tell us whether this answered the question you came with.