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New To NetSuite | Understanding Banking Import History portlet
Reconciliation is a critical aspect of financial management in any business. With the goal of reducing paperwork, NetSuite offers a streamlined process to match transactions through automatic or manual import, ensuring bank transactions align with their corresponding book entries.
NetSuite provides users with a powerful tool to monitor the progress of their bank imports, whether manual or automatic. Here's a step-by-step guide to accessing this feature:
- Navigate to the Home menu and select Personalize.
- Choose the List option.
- In the List portlet, click on Setup.
- Search for Bank Statement Import and click Save.
Once set up, the Banking Import History portlet will display the following information:
Ayitah Tallada | General Accounting and Asset Management
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