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How to set up Intelligent Transaction Matching for Bank Data?

edited Jun 29, 2023 5:39AM in Ask A Guru 2 comments


I'm trying to create my own reconciliation rules for intelligent transaction matching for bank data. I can get it to work for the following rule;

However, when the Netsuite side is a journal, it will only work if there's one bank GL line on the journal, like this

but not if the journal has multiple bank GL lines

So when you look at bank match data page it just doesn't auto allocate.

Is this a limitation?



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