Discussions

Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Make Your Voice Heard: What Tech & ERP Topics Should We Explore in our Next Webinar?? We’re all ears! Vote now, and the poll runs until January. Poll for ERP | Poll for Tech.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.1 Release Preview account, review the topics outlined in the Release Preview Guide.
NetSuite Release 2025.1 Release Notes are available for download here!

NetSuite Admin Tip: Tips on How to Eliminate Old Imported Bank Transactions

edited Dec 23, 2023 12:46AM in NetSuite Admin Corner

Old imported bank transactions may show up in the Match Bank Data page due to any of the following:

  1. Transactions were not submitted for matching,
  2. Transactions were duplicates,
  3. Previously reconciled transactions were unreconciled
  4. Transactions were erroneously imported

There are 2 options to eliminate old imported bank transactions. To illustrate, let's use the example below. There are transactions from 2020 that are still showing in the Match Bank Data page. 

OPTION 1: Excluding the Transactions

1.     Select the transactions under the Imported Bank Data section.

2.     Click on the Exclude button.

3.    These transactions will not be deleted but will be moved to the Excluded tab. 

Take note that the reason why Delete Function is not yet available in the Match Bank Data page is to provide the users the ability to still be able to restore the transactions in cases where it was accidentally excluded by someone or incorrectly excluded by the system.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders