Bank source review requires a note between 10 and 1,000 characters. The note should explain why the selected action is appropriate, using the evidence you checked rather than simply repeating the button label.
- Identify the bank source and the accounting record involved.
- State the fact that supports the action, such as an exact statement reference or a confirmed bank correction.
- Read the note for accuracy before submitting the match or correction.
Make the explanation useful later
A note such as checked and matched does not tell a later reviewer how you resolved several same-day candidates. A concise reference to the supporting payment record and agreeing facts gives the review history more meaning.
Keep unnecessary sensitive details out of the note. Account last digits, dates, and non-secret references are usually more useful than full credentials or private card information. If the review outcome is uncertain and the interface asks for the same note on retry, preserve the original explanation while recovering that result. A changed candidate or changed source requires a fresh review of the facts. The note documents a supported decision; it should not be used to justify an approximate match that fails the required account, date, currency, amount, or direction agreement.
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