An earlier category preparation can become stale when the current record no longer matches the state used to prepare it. The review identifies the old prepared account and asks you to review the current source before preparing a new choice.
- Read the stale-preparation message and note the originally desired account.
- Inspect the current source and accounting record for changes.
- Use the available current review workflow to prepare a supported replacement if the category is still needed.
Keep desired and applied categories distinct
The stale preparation describes a proposed change, not necessarily the account currently applied in the books. Open Recorded books to inspect the current category and accounting before deciding what should happen next.
Do not repeatedly apply an old preparation without understanding why it became stale. A bank correction or another review action may have changed the facts that supported it. If the original preparation was already applied, the sheet instead directs you to inspect the current accounting. Use that recorded result as the basis for any further correction. A new import is not a substitute for resolving a stale preparation on the existing record; it can create an unnecessary duplicate and obscure the review history.
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