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NSC | Match Bank Data Page > Custom Reconciliation Rules are not working for other Bank Accounts

edited Jun 2, 2025 2:27PM in Accounting / ERP

Scenario:

User has created custom Reconciliation Rules for banks A and B. After importing bank transactions for both Bank Accounts, the user noticed that transactions for Bank A were the only ones that were automatically matched.

Here's something you might have missed when setting up the Custom Reconciliation Rules:

1. Navigate to Transactions Bank Reconciliation Rules

2. Click the Specific Custom Rule. Here you'll notice that only Bank A was marked

3. Disable Show Included Only

4. Put a tick mark on Bank B

5. Click Save

If you want to know more about Creating Custom Transaction Matching Rules, click on this SuiteAnswer Article.

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