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Bank Feeds Observations - opportunities for improvements

edited Jun 8, 2021 6:34PM in Accounting / ERP 7 comments

Moving this to a Discussion instead of a Question. (It is over on Ask a Question as Match Bank Data Observations.)


Recording these observations as I work with the Match Bank Data & Reconcile Account Statement features.

After working through this month end and accumulating observations, I will log an Enhancement Request.

I found these existing Enhancement Requests:

581334 Bank Feeds: Initial set up > Allow user to select the start date of transactions to be imported into NetSuite.

585455 Transactions>Bank>Match Bank Data>Reorder columns – Adjust the order of columns to suit your needs. Unfortunately the adjustments are not saved and you have to adjust it every time you open this page.

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