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Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.
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Make Auto Create Rule from selected transactions is not selectable!

edited Apr 26, 2021 5:57PM in Ask A Guru 3 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

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