A transaction can have a suggested treatment but still require a compatible ledger account. The detail explains that the treatment cannot be applied until account mapping is available and provides an Account mapping link.
- Read the proposed treatment and its rationale in the bank transaction detail.
- Open Account mapping or Open chart of accounts as offered.
- Establish a compatible active ledger account, then return to the transaction and review the choice before saving.
Purpose and account availability are separate questions
The proposal may correctly identify the type of event while the company’s chart lacks a suitable account. Choosing a vaguely similar account just to proceed can create a misleading classification. Resolve the chart question with an authorized accounting reviewer when needed.
After the account becomes available, refresh the review if the old list remains visible. Confirm the selected company and source record again before saving. A resolved mapping removes one barrier; it does not certify the business purpose, approve the transaction, or complete posting. Inspect any additional application hold and the record’s accounting status so that you finish the relevant review rather than stopping at the appearance of an account name.
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