A recent authorization may appear as Pending at bank before the bank supplies its final transaction. Use the pending filter to check whether Institution has received that preliminary record instead of searching only posted activity.
- Choose the relevant company and source account in bank activity.
- Open Bank status and select Pending at bank.
- Look for the merchant and approximate amount, then open the record to inspect the available bank evidence.
Keep the final statement as the reference
Pending evidence can change before posting. A merchant may finalize a different amount or the bank may remove the authorization. Do not use a pending item alone to force a match to a final statement line with different details.
If the transaction is not in the pending view, restore All bank statuses and check the date and search filters. It may already have posted. If no source record exists, check bank sync separately. Creating another accounting transaction simply to make the pending view look complete can leave you with duplicate records when the final bank evidence arrives. Review the final amount and accounting treatment when that evidence becomes available.
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