A bank source can be held with a message that its amount needs individual review in Integrations before import. This is different from an ordinary uncategorized row: the source amount itself is not ready for the bulk workflow.
- Open the held record in Integrations.
- Compare the bank’s amount and currency with the supporting statement.
- Resolve the source evidence through the available review before returning to a bulk import.
Do not estimate a replacement amount
The bulk review expects a supported positive monetary representation for ordinary records. Missing, malformed, or unsupported precision can prevent the record from being processed safely in that flow.
A zero-amount informational record has a separate explanation and may need no ledger posting at all. Read the exact reason instead of treating every amount hold as the same issue. Do not round an unfamiliar currency amount or create a manual duplicate simply to bypass the restriction. If the bank evidence is correct but the source remains held, provide the account’s last digits, date, currency, and visible message to support. Keep credentials and full account details out of that report. Confirm the current source after resolution before importing or matching it to accounting.
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