A description group can include records held for individual processing. Held rows remain visible with their reason, but they are not included in the bulk category or import work merely because the group is selected.
- Read the review sheet’s held count.
- Expand the relevant group and read the message beside each held transaction.
- Resolve that record through its indicated individual review or accounting workflow.
A shared merchant does not remove a source hold
The other records in the group may be ready while one has a changed source or protected accounting state. Selecting an account for the group does not override those individual conditions.
Check the included count before submitting so you know how many rows the action can actually process. Afterward, do not interpret Categories saved or Import complete as confirmation that held members were completed too. Those labels refer to the eligible included work. Keep the remaining records on your follow-up list with their exact reasons. If a message seems stale, refresh the source review before retrying. Avoid creating another transaction to bypass the hold; doing so can separate the accounting record from the bank evidence that needs review.
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