Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
Make Auto Create Rule from selected transactions is not selectable!
I got one rule created for Type of Deposit....
When i try to create my own - the only drop down i have is date, memo or transactionID. Payor/Payee Name is not an option...
I have imported credits, debits and payments that have a name of braintree.
But i can't see to get any more done as the check box is not selectable. I am administrator so it is not a role limitation.
The help says
- Matching Rules for Online Banking permission, with Create access level
- One-to-one matching of Checks, Deposits, Credit Card Charges, or Credit Card Refunds
- Payer/Payee or Memo in bank data line
Tagged:
0