Why are some transactions excluded from document requests?
Mimo reviews your client's bank statement lines and only creates document requests for transactions where a document is needed. Some lines are automatically excluded because Mimo has already matched them to an existing transaction in Xero, for example, a direct debit that's already reconciled against a known supplier.
Where to find excluded transactions
Open Collect for the relevant client.
Select the Excluded tab at the top of the screen.
You'll see a list of bank statement lines that Mimo excluded when generating document requests.
Can I request a document for an excluded transactions?
Yes, to create a request for an excluded transaction:
Find the transaction in the Excluded tab.
Select it and choose Create document request.
The request will be added to your active requests and can be included in your next batch.
What if a transaction is missing entirely?
If a transaction doesn't appear in either the main list or the Excluded tab, it may not yet have been pulled in from Xero. Check that the client's Xero connection is active and try refreshing.