Review And Post Transactions

Use this guide for ordinary transaction review: inspect evidence, choose the right action, and confirm the row leaves the correct queue.

Review The Table

Start from the pending Bank Transactions table.

Use Bulk Actions When Needed

Select rows to access post, ask, match, transfer, and more actions.

Check Before You Leave

Every reviewed row should have a clear outcome: posted, matched, transferred, excluded, or sent for client context.