The bank review can allow you to see source activity while preventing an import. When current access permits viewing only, the sheet explains that an authorized company owner or bookkeeper can complete the import.
- Confirm that you are working in the intended company.
- Read the permission message in the import review.
- Ask the authorized company reviewer to complete the task or arrange the appropriate access through the normal company process.
Provide a reviewable handoff
Identify the source account, date range, and the reason the transactions need attention. Note any held rows or uncertain purposes so the authorized person can inspect a concrete set rather than repeat your search.
Viewing a transaction does not imply permission to save its category, import it, or alter the books. Do not share login credentials or use another person’s session to bypass the restriction. If you believe your role should allow the action, verify the selected company and current access first, since permissions can differ across companies. The source records remain available for appropriate review. A missing submit action or a disabled action should be interpreted with the stated permission and setup messages, rather than assumed to be a bank connection failure.
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