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.
Please note that on Saturday, April 18, 2026, at 8:00 PM Pacific Time, our Case Management System will undergo a scheduled maintenance for approximately 15 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Matching Multiple Accounts on Match Bank Data Page?
Our company recently switched to self-funded health care, and, thus, within our primary bank we set up a sub-account for holding those funds.
On the NetSuite side of things, our accountant set up the accounts like below:
He is now wondering whether it's possible, when matching bank data on the Match Bank Data page, for BOTH accounts to appear when the 1010 Primary Bank is selected:
That is, when he imports a bank statement (which will include information from both bank accounts), he wants to see the bank data and transaction lines for both the 1010 Primary Bank and 1015 Self-Funded Insurance accounts.
0