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Match Bank Data

edited Sep 22, 2020 6:30AM in Ask A Guru 3 comments

I have started experimenting with the Match Bank Data, but from what I am seeing it doesn't seem to give us a huge benefit - I was hoping to check here if I was missing something obvious.

This is the current process I am testing:

  • Export transaction list from the bank (CSV)
  • Go through a (relatively) complex process to re-organise the CSV data into the format required by NetSuite
  • Upload the file into NetSuite
  • Go to Match Bank Data screen
    • As far as I can see, this will auto-match any bank transaction to a Payment record (if one is already present in NetSuite)

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