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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
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Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Make Auto Create Rule from selected transactions is not selectable!
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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