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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.
- Go to Transactions > Bank > Reconciliation Rule.
- Create a Rule Name:
- Enter a descriptive Rule Name (e.g., “Limit Matching to Recent Transactions”).
- Go to the Accounts tab. Check the box next to the bank account(s) the rule should apply to.
- Go to the Conditions
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