A bank correction review can show the current saved source in its heading and the bank’s latest corrected date, amount, and description in the correction explanation. Compare those details before deciding what to change.
- Identify the source account and transaction under review.
- Read the saved source details and the Bank correction line.
- Use the bank statement or payment evidence to confirm the latest version, then explain the relevant change in the Review note.
Focus on the material field
A changed description may clarify a merchant, while a changed amount or date can affect accounting treatment and matching. Do not assume every correction has the same consequence merely because the source is marked changed.
If the bank removed the transaction, the review uses a removal action rather than a replacement-detail comparison. If it restored the original evidence, the restoration action may apply. Read the offered action as well as the values. A source that changes again while the sheet is open must be refreshed before review. After applying an eligible correction, revisit the category because the corrected facts may no longer support the earlier account choice. Keep the prior values and new evidence connected through the existing review history.
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