Category evidence can show Vendor nature, Purpose, and Movement treatment. These describe different parts of the evidence. What a vendor usually sells does not always explain the purpose of this particular payment.
- Open the bank transaction and read the available classification details.
- Compare the vendor description with the actual item or service on the supporting document.
- Check whether the movement is a purchase, refund, transfer, or another event before choosing the ledger account.
Use the most specific reliable fact
For example, a general retailer could supply office consumables or a piece of equipment. A payment platform could process a customer receipt or move funds between accounts. The source name identifies a lead for review, not the final treatment.
If the purpose remains ambiguous, respond to the available clarification question with the missing business fact. Avoid merely repeating the proposed account name. A reviewer should be able to understand what happened from the explanation and supporting record. When the detail shows an application hold, resolve that hold through the indicated workflow before using the suggestion. Classification details provide context but do not themselves approve, import, or post a transaction.
Was this article helpful?
Tell us whether this answered the question you came with.