Some source corrections cannot be applied directly because the associated transaction requires accounting review. The bank source sheet shows the hold reason and offers Open Accounting correction workflow.
- Read the exact hold reason in Review bank source.
- Open Accounting correction workflow from the sheet.
- Inspect the existing transaction and its accounting consequences before choosing the supported correction action.
Preserve the existing record’s history
A transaction that has progressed through accounting can involve decisions or journal entries that an unreviewed source import does not. The appropriate correction must account for that current state.
Do not bypass the hold by importing the bank item again, manually creating a replacement, or changing a source account just to expose a simpler button. Those actions can leave duplicate or disconnected evidence. Bring the latest bank date, amount, description, and a concise explanation of the difference to the accounting review. If the hold instead points to account mapping or bank authorization, resolve that prerequisite before retrying. The goal is one traceable correction to the existing relationship, with the bank evidence and recorded accounting both reflecting the supported outcome.
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