What types of transactions are included in Transaction Reviews?

Non-exported, settled transactions.

Float will not include: Pending transactions, Refunds, Cashback, Float billing charges, Refunds for excess cashback, Cashback refunds, or any exceptional Float-funded refunds in Transaction Reviews.

Any transactions that have been split across multiple Tags or Tax Codes will be considered one transaction for Transaction Reviews, and can only be routed to a single individual.

Once you turn on the feature, any historical transaction will not require Transaction Reviews. Only future transactions will be applied.

Once a transaction has been exported, it will no longer require a review and will not appear in the Needs Review tab. Users will see transactions from the prior month that still require review up until they have been exported.