A Provisional label means the displayed treatment is a proposal that still needs the appropriate review or account mapping. Open the transaction to see why Institution suggested it and whether any hold prevents its use.
- Select the description or Inspect action for the provisional row.
- Read the rationale, movement treatment, and warnings in Category evidence.
- Confirm the business purpose and select a compatible ledger account when the review requires one.
A useful label without a completed decision
A proposal can identify a likely treatment even when the company has no compatible account available yet. The detail then points to account mapping. Creating or selecting that account is a separate step from understanding the proposed treatment.
For pending bank activity, the proposal is preliminary because the bank may still change the record. Wait for final source evidence before relying on the amount for accounting. For posted bank activity, a provisional suggestion still does not approve or post a journal. If the purpose is uncertain, add the missing context through the available clarification flow. Review the resulting evidence before treating the suggestion as a final account choice for the transaction or a reusable rule.
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