The bank-pair selector uses reviewed recorded bank activity. A source visible in a bank preview is not automatically available as a recorded pair candidate. Both legs need to be imported and confirmed first.
- Find the outgoing and incoming source records in their respective accounts.
- Complete the supported import and confirmation workflow for each record.
- Return to Bank transfers and card payments, refresh, and open New bank pair again.
Check both sides independently
One leg can be ready while the other is still pending at the bank, held for a source correction, or absent from the current feed. Resolve that specific state instead of creating an approximate substitute.
Use the candidate-page controls if the recorded activity spans several pages. Verify the date, account, amount, and description of the selected options before preparing the pair. The company must also have Institution Books setup complete and appropriate management access. A disabled New bank pair button can therefore reflect setup or permissions rather than a missing bank connection. Pairing is an accounting relationship between existing recorded legs; it should follow verified source activity, not be used to manufacture evidence for a transfer you expect to arrive later.
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