Clearing transactions in bulk

Question

Hi There

I have around 500k of transactions being brought in from another system that affect the bank.

These transactions need to be cleared so that they are not seen in the bank matching screen.

Is there a way to do that in bulk?

i.e.  is there a way of setting the fields indicated in green in the records browser screenshot, using csv import?

Katerina Winklerova-Oracle · Accepted Answer

Hello @Vernita ,

I am afraid that this is currently the limitation of our system. We are not able to clear transactions in a bulk or via csv import. You would need to use the Match Bank Data page to clear them all manually.

We do have created the following Enhancement request:

* 182661  - CSV Import > Chart of Accounts of Type = Bank >Add additional Fields on the Mapping that are available on th Bank Account Register

You may vote for this enhancement through SuiteIdeas to increase its points and have it possibly included on NetSuite's future releases.

Related SuiteAnswers:

* 7587 - Reconciling Bank Statements
* 65780 - Reconciling Transactions
* 98313 - Marking Transactions as Cleared

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