> ## Documentation Index
> Fetch the complete documentation index at: https://www.aiaccountant.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Review a transaction in the voucher panel

> Open a transaction to check its voucher configuration, bill reconciliation, extra ledgers, notes, and attachments.

The voucher panel is where the detailed work happens: bill-by-bill reconciliation, splitting one transaction across several ledgers, and attaching supporting documents. For quick changes to type and ledger, stay in the table instead. See [Edit transactions in the table](/help/banking/edit-transactions-in-the-table).

Click into a bank ledger to open its transactions. You land on the **Needs Review** tab. Click a transaction and the voucher panel opens on the right.

## Transaction details

At the top, the panel shows details that come from the statement and cannot be edited: amount, whether it is a debit or a credit, description, account (the bank ledger), and transaction date.

## Voucher Configuration

| Field            | What to do                                                                                                                                          |
| ---------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| Voucher Type     | Confirm the predicted type: Payment, Receipt, Contra, or a custom type.                                                                             |
| Voucher Number   | Leave it if your Tally voucher type uses automatic numbering, and Tally fills it in at sync. Enter your own number if your Tally setting is manual. |
| GST Registration | Check it is the right registration for this entry.                                                                                                  |
| Voucher Date     | Auto-filled from the transaction date, and editable.                                                                                                |

## Ledger Allocation

This is the heart of the entry.

* Review the **Party Ledger** and the bill reconciliation the AI has done, for parties maintained bill by bill in Tally.
* If one payment settles more than one bill, several **References** can sit on the same entry.
* Use **Add ledger** for an additional ledger on the same entry, such as bank charges or TDS.
* Edit the **Narration**, which is populated from the transaction description.

See [Bill-by-bill tracking](/help/concepts/bill-by-bill-tracking) for how party ledgers behave.

## Notes and attachments

Add **Notes** against the transaction, and attach supporting documents as PDF, Excel, or image. Both stay saved in AI Accountant alongside the entry.

## Finish the entry

| Button                          | What happens                                                  |
| ------------------------------- | ------------------------------------------------------------- |
| Save                            | The entry stays in Needs Review for later.                    |
| Save & Mark as Accounting Ready | The entry moves to the Accounting Ready tab, cleared to sync. |