Review extracted transactions opens Transactions with the selected statement as its source filter. Use that link to inspect the rows produced by one document without mixing them with unrelated account activity.
- Open the statement’s completed processing result.
- Choose Review extracted transactions.
- Check the company, statement context and rows against the original file, including credits and any repeated-looking purchases.
The link is useful when the company has several statements or bank feeds for the same account. A broad account view can include activity outside the document you are currently reviewing.
Broaden the comparison when needed
To investigate overlapping source activity, deliberately review the wider account period as a separate comparison. Keep track of which rows came from the statement and which came from another source.
If a transaction seems absent from the statement-filtered view, compare the extraction result and original source line before uploading again. If it appears only through another source, determine whether that existing row already represents the movement. Use the appropriate matching or duplicate review rather than adding another independent copy by default.
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