Undo exclusion in Bank Transactions

Restore excluded transactions when they should re-enter the active workflow, resulting in rows that can be reviewed, synced, or reconciled again.

Workflow

Step 1

Start in Truewind on Bookkeeping > Bank Transactions, then click on FOR REVIEW…

Step 2

Start from the excluded queue so you only review transactions that were previously removed from active work.

Step 3

Inspect the excluded row directly before you reverse the exclusion.

Step 4

Use the row menu to access the action that returns the transaction to review.

Step 5

Confirm the transaction is currently excluded before you undo the action.

Step 6

Return the transaction to the active review queue so it can be categorized or synced again.

Step 7

Finish the reversal only after you confirm this transaction should be reviewed again.

Step 8

The restored transaction appears back in For Review after the exclusion is undone.

Step 9

Check the row directly to confirm it is available for categorization again.

After restoring the transactions, make sure they still belong in scope before taking the next action on them.

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