The match sheet checks the source version against the bank record you opened. If it says The bank source changed, close the review and refresh the transaction list before attempting to confirm a match.
- Close the outdated Review bank source sheet.
- Refresh the bank transaction list and reopen the affected source.
- Compare the current date, amount, currency, direction, and description with the intended accounting candidate again.
The original candidate may no longer fit
A corrected amount or date can change which accounting transactions qualify as exact matches. Even if the merchant name is unchanged, the earlier choice may no longer agree with the current source.
Write a note that reflects the current evidence rather than carrying forward an outdated explanation automatically. If the new record represents a bank correction to an existing import, the available action may change from matching to correction review. Follow the current sheet’s permitted workflow. Do not alter the accounting transaction simply to preserve an earlier candidate selection. Refreshing resolves which evidence is current; the subsequent match or correction still requires a supported decision. Check the final resolved state after saving so the source relationship is clear.
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