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NSC | Match Bank Data Page > Custom Reconciliation Rules are not working for other Bank Accounts
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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Micah Patricia Timbol | Basic and Advanced Accounting, OTC Guru
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