View draft categories opens the saved proposal snapshot for an extracted statement. Each proposal can show the date, description, amount, suggested category, reason and a question that still needs an answer.
- Expand View draft categories under the statement processing result.
- Compare each proposal with the original statement and any receipt or invoice explaining the movement.
- Open the current transaction in the review workflow before applying a category.
The proposal snapshot has not changed the books by itself. It provides a suggestion to inspect, not proof that a category was approved or posted.
Handle missing context
If a proposal says Needs accounting review or includes a question, identify what evidence is missing. A bank descriptor may not distinguish a transfer, loan, refund or purchase purpose.
Do not reuse an old proposal blindly after the transaction has changed. Confirm the current source amount, account and review state. If a colleague has already reviewed the row, preserve that supported decision and investigate any difference rather than overwriting it merely because the earlier proposal displayed another category.
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