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Quick Post A Suggested Transaction

Use this page when Wesley has a clear suggestion that can be posted quickly.

Find Quick Post Rows

Look for rows with a Quick Post action and review the suggested coding.

Transaction table with Quick Post actions on suggested rows
Transaction table with Quick Post actions on suggested rows

Post Only Clear Activity

Use Quick Post only when the suggested account, vendor, amount, and explanation are correct.

Transaction row details with suggested account and explanation
Transaction row details with suggested account and explanation

Check Before You Leave

The transaction should leave the pending queue and appear in the correct posted state.

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