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New to NetSuite | Custom Role with Full Access Unable to Select Account in Match Bank Data
The article 'NSC | Match Bank Data > Not all Bank Accounts are available for selection' highlights a challenge users face when using the Match Bank Data feature. Now, let's explore another common issue encountered by users, particularly those with custom roles.
Scenario:
The user with a custom role is unable to select an account, despite having full access on the Match Bank Data page. The Account dropdown list continues to load without displaying any options.
Actual Result:
Expected Result:
Solution:
To allow a custom role to select and view accounts on the Match Bank Data page, the user role must be granted the Accounts permission with at least view-level access. The Administrator may perform below:
Jeanne Padilla | General Accounting and Asset Management
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