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NSC | How to Prevent Auto-Matching of Imported Bank Data to Older NetSuite Transactions
Scenario:
If imported bank data is being auto-matched to older NetSuite transactions (e.g., April transactions instead of May), it's likely due to the bank data being imported before the corresponding NetSuite transaction was posted.
Solution:
To prevent this, you can create a Reconciliation Rule that limits matching to transactions within a specific date range.
- Open Reconciliation Rules page.
• NetSuite: Go to Transactions > Bank > Reconciliation Rules.
• NetSuite Next: Open Explore (hamburger icon on the bottom left corner beside the Home button). In the menu, go to Transactions > Bank > Reconciliation Rules. - Create a New Rule/Rule Name:
- Enter a descriptive Rule Name
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