Understand the bank status
Imported rows can move through suggestion/review states before they are ready to post. A row that is ready to post has enough accounting authority to create the intended ledger entry. A review-required row remains unresolved until staff confirm the treatment.
Use rules for repeatable facts
Bank rules are most useful when the counterparty and accounting treatment are genuinely repeatable. Keep rules narrow enough that a familiar name with a different transaction does not silently post to the wrong nominal or VAT treatment.
Controlled learning
Where learning is enabled, treat new patterns as provisional until enough reviewed examples support them. Trusted patterns can speed up repeat work; patterns that begin producing exceptions should be suspended or retired rather than allowed to keep posting.
Post ready rows once
Use the batch posting control once and allow the processing state to finish. The interface should prevent concurrent double posting. If the batch finishes with exceptions, work only those rows instead of reposting the completed set.