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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
NSC | Match Bank Data Page > Custom Reconciliation Rules are not working for other Bank Accounts
Scenario:
User has created custom Reconciliation Rules for banks A and B. After importing bank transactions for both Bank Accounts, the user noticed that transactions for Bank A were the only ones that were automatically matched.
Here's something you might have missed when setting up the Custom Reconciliation Rules:
1. Navigate to Transactions > Bank > Reconciliation Rules
2. Click the Specific Custom Rule. Here you'll notice that only Bank A was marked
3. Disable Show Included Only
4. Put a tick mark on Bank B
5. Click Save
If you want to know more about Creating Custom Transaction Matching Rules, click on this SuiteAnswer Article.
0