After you select both recorded legs, Institution checks their current source revisions and shows the exact pair preview. Source versions and ledger mappings are checked again when the generated journal is posted.
- Wait for Checking both source revisions to finish.
- Read the exact amount, source date, and proposed accounting date in the preview.
- Prepare the pair only after the verified preview agrees with your transfer evidence.
A preview can become outdated
A bank correction or mapping change after preparation can affect the later posting decision. The earlier preview does not permanently authorize posting against changed facts.
If the form asks you to reload current evidence, refresh the preview and inspect what changed before resubmitting. Do not repeatedly submit the same pair without a current source revision. If a leg is protected or no longer eligible, resolve its individual review first. Keep the Pairing reason tied to the actual two records, especially when repeated transfers have similar descriptions. Once the journal is posted, inspect its state and the linked evidence rather than treating preparation alone as completion. These checks protect the connection between the bank records, their mapped accounts, and the resulting journal.
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