Steps
- Click the "Needs Attention" pill on Review Transactions to see these lines.
- Open a line and assign the correct category, contact, or match yourself.
- Consider creating an Auto Rule if the same type of transaction keeps landing here.
- Confirm the line once it's resolved.
Related Articles
- How Flagged Transactions Work in Sumung
- How to Resolve Unmatched Transactions in Sumung
- How to Create Auto Rules in Sumung
Was this article helpful?
Your feedback helps us improve our documentation.