What types of transactions are included in Transaction Reviews?

Non-exported, posted 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 into multiple line items 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.