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New To NetSuite | Understanding Banking Import History portlet

in Basic Accounting

Reconciliation is a critical aspect of financial management in any business. With the goal of reducing paperwork, NetSuite offers a streamlined process to match transactions through automatic or manual import, ensuring bank transactions align with their corresponding book entries. 

NetSuite provides users with a powerful tool to monitor the progress of their bank imports, whether manual or automatic. Here's a step-by-step guide to accessing this feature: 

 

  1. Navigate to the Home menu and select Personalize.
  2. Choose the List option. 
  3. In the List portlet, click on Setup.
  4. Search for Bank Statement Import and click Save.

Once set up, the Banking Import History portlet will display the following information:

Ayitah Tallada | General Accounting and Asset Management

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