Classify cleanup items into code, question, reconcile, or reclass workflows.
Sort each cleanup item into its strongest next workflow. Code from evidence Ask owner Reconcile/import fix Reclass existing entry Receipt attached: Zoom annual subscription, business account Meal charge with no attendees or business purpose Same $49.99 app charge imported from bank and receipt tool Laptop posted to office supplies but capitalization policy threshold exceeded Bank fee shown on statement but missing from ledger Deposit from unknown sender with no invoice match Opening balance mismatch after bank-feed reconnect Sales tax collected included in sales revenue
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