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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
SuiteWorld 2025 registration is officially OPEN

SuiteWorld is the largest annual gathering of the NetSuite community! It will be held in Las Vegas on October 6-9, 2025. Our customers and partners look forward to SuiteWorld every year as a place to hear the latest from NetSuite, get hands-on learning, and connect with each other. Register now!
Starting June 1st, 2025, you may notice that our regular e-Fix releases are being referred to as ‘Minor Releases’. It’s still the same release schedule, with a different name. (Link can be found here)

Make Auto Create Rule from selected transactions is not selectable!

edited Jun 2, 2025 2:24PM in Ask A Guru 5 comments

I got one rule created for Type of Deposit....



When i try to create my own - the only drop down i have is date, memo or transactionID. Payor/Payee Name is not an option...

I have imported credits, debits and payments that have a name of braintree.

But i can't see to get any more done as the check box is not selectable. I am administrator so it is not a role limitation.

The help says

  • Matching Rules for Online Banking permission, with Create access level
  • One-to-one matching of Checks, Deposits, Credit Card Charges, or Credit Card Refunds
  • Payer/Payee or Memo in bank data line

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders