The inline category editor can stop a save when the transaction or your access changed. It asks you to reload the saved category before editing so the next decision uses current evidence and permissions.
- Choose Check saved category from the editor.
- Read the current saved choice and any source hold or access message.
- Make a new supported selection only when the record is editable in its current state.
A valid earlier edit can become outdated
Another reviewer may have saved a category, the bank may have changed the source, or your permissions may have changed. The previous account selection should not automatically overwrite those newer conditions.
If the source is held for correction, resolve that review in Integrations. If access is no longer sufficient, use the company’s normal permissions or reviewer handoff process. Do not repeat the stale save in another tab to try to bypass the check. A fresh read lets you distinguish a real account disagreement from an outdated screen. After a successful new save, verify the row’s current category and keep any ledger posting or correction action separate. The editor’s source check protects the decision against changes made after you opened it.
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