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What are the permissions required for Updating Imported Bank Data in Bank Feeds?

edited Nov 22, 2022 4:36AM in Ask A Guru 6 comments

Hi Experts,

My customer is live in NetSuite and using Bank Feeds SuiteApp for their bank statement import feed. There is an issue regarding daily feed which is tackled on another thread.

But with this thread, since auto feed is not working on a daily basis, i believe we can manual demand the bank feeds in NetSuite by clicking the Update Imported Bank Data Button in Match Bank Data Screen. If using custom tole, an error is being encountered.

Is this button only allowed for administrators or does any custom role could trigger the Update Match bank Data Screen.

Also, on the Match Bank Data screen, when custom role clicks the Run Reconciliation Rules, no matching of transaction happened. But if using an Administrator Role, transaction were matched. So same question, is this button only works Administrator Role ?

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