Source changed highlights bank activity whose current bank evidence needs attention against the saved accounting record. It is useful after a sync reports corrections or when an amount in Institution no longer agrees with the bank’s latest details.
- Open the Bank status filter in bank activity.
- Choose Source changed and narrow the list to the account you are investigating.
- Open the available bank review action and compare the original and latest evidence before applying a correction.
A filter does not resolve the difference
The filtered list is a work queue. Selecting it does not overwrite imported amounts, remove accounting history, or approve the bank’s latest version. The review workflow decides which corrections are available for the transaction’s current state.
A record that has already progressed through accounting may require the accounting correction workflow. An unreviewed import can have different available actions. Read the hold reason rather than attempting to recreate the transaction with the new amount. If the bank has restored the original details, the review may offer a restoration confirmation. Keep a specific note explaining the evidence checked so a later reviewer can understand the decision.
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