A source held for accounting review may direct you to check its current account mapping and bank authorization. Those prerequisites identify where the source belongs and whether the connection evidence is current enough for the action.
- Read the full hold reason in Review bank source.
- Inspect the relevant account mapping and the bank connection’s authorization status.
- Resolve the stated prerequisite, refresh the source list, and reopen the review.
Keep the mapping tied to the real account
Do not assign the source to an unrelated account just to make a correction action available. Use the bank name, account type, currency, and last digits to verify the intended relationship.
If authorization has expired, follow the bank reconnect flow and then check the current source details. If the accounting record remains protected after prerequisites are resolved, use Open Accounting correction workflow. Reconnecting or changing a mapping is not itself approval of the source correction. The amount, date, description, and existing accounting state still need review. Finish by confirming the actual correction or restoration result, rather than assuming that a healthier connection status automatically cleared every record-level hold. Keep a specific note explaining the evidence behind the eventual decision.
Was this article helpful?
Tell us whether this answered the question you came with.