Keep pending activity distinct from confirmed evidence.

A pending label describes uncertainty that should remain visible in the review.

01

Start with the evidence

Record the source status and when it was checked. Look for the evidence your process uses to confirm the event rather than treating a familiar screen layout as proof.

02

Work through the example

A USD210 item is pending in one source and absent from the current bank record. The review note should retain both facts, not mark the item received merely because the amount is expected.

03

Make the next step clear

Assign a follow-up time and preserve the later confirmation separately. If the source changes status, record what changed without rewriting the earlier observation as though it had always been confirmed.

04

Keep the source context

Use confirmed source records and keep their dates, references and currencies visible. A payment request is not a receipt, a provider status is not necessarily a bank entry, and a net settlement may combine several components.

01Keep the source02Check the context03Choose the next step

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