Use this full guide when you need to work through the bank transaction feed from queue selection to final action.
Start From The Feed
Open Bank Transactions and review the pending table.
Adjust The View
Use filters and columns to expose the evidence needed for review.
Add Evidence If Needed
Use Add Transactions when documents need to be uploaded into the review flow.
Check Before You Leave
The feed should be smaller, clearer, and closer to posted or client-answered completion.
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