Review before you request.

Keep the context. Ask only for what you need.

—to resolve

—requests

—set aside

—attachment present

CLIENT REQUEST LIST

Your reviewed request list.

The review log shows current saved decisions; it is not a complete audit trail.

NEXT MONTH, LESS REPEATING

Recurring exceptions

Suggestions match this client, supplier, transaction type, account codes, currency and amount range. These saved reasons for not requesting a document expire and need a fresh decision each month. They do not create Xero bank rules or change account coding.

Test incomplete coverage and changed records

Simulate an incomplete source Simulate unknown attachment status Change the supplies amount after review

These switches alter invented data only. An unknown or incomplete source blocks every export.