NetSuite 2026.2 introduces several usability improvements to the Match Bank Data page. These changes are designed to make bank matching and reconciliation easier to navigate, especially when working with long transaction lists.
The enhancements include clearer tab names, easier access to common actions, and new filter options for narrowing the transactions displayed.
Where to Find the Match Bank Data Page
- NetSuite: Navigate to Transactions > Bank > Bank Matching and Reconciliation > Match Bank Data
The page is used to compare imported bank data with transactions recorded in NetSuite. From here, users can match transactions, exclude items that should not be reconciled, or create new NetSuite transactions when a corresponding record does not already exist.
Clearer Subtab Names
Two tabs on the Match Bank Data page have been renamed:
Previous subtab name | New tab name |
|---|
To Be Matched | Transactions to Match |
Excluded | Excluded Transactions |
The new names more clearly describe the information shown on each tab.
The Transactions to Match subtab contains bank and NetSuite transactions that still require review or matching. The Excluded Transactions subtab contains transactions that have been removed from the active matching process.
While the new Match Suggestions subtab replaces the Review tab. The Match Suggestions subtab displays imported transactions, along with suggested matches and suggested actions for each transaction.
For new users, this terminology makes it easier to understand whether a transaction still requires attention or has already been intentionally set aside.
Actions Are Available at the Top and Bottom of the Page
Previously, users working through a long list of transactions might need to scroll to the bottom of the page before selecting an action.
In NetSuite 2026.2, action buttons appear both above and below the transaction lists on the Transactions to Match tab. Available actions include:
- Match and Submit: Match the selected bank and NetSuite transactions and submit the result.
- Exclude: Remove selected transactions from the active matching list.
- Clear: Clear the current transaction selection.
- Add Journal Entry: Create a journal entry for a bank transaction that does not have a corresponding NetSuite transaction.
- Add Charge: Record a charge, such as a bank fee.
- Add Deposit: Create a deposit corresponding to money received in the bank account.
Having these controls in two locations reduces unnecessary scrolling. After reviewing transactions near the top of the page, users can act immediately. When working near the bottom of a longer list, the same controls remain available without returning to the top.
New Filter Chips
The Transactions to Match subtab also includes filter chips for:
Match Suggestions subtab filter chips:
- Bank Date
- Suggested Action
- Cash flow type
Excluded Transactions subtab filter chips:
Filter chips provide a quick way to narrow the transactions displayed without leaving the page.
For example, you might use the filters to:
- Review only transactions from a specific date range.
- Focus on one transaction type at a time.
- Separate incoming cash activity from outgoing cash activity.
- Reduce the number of possible matches when several similar transactions are displayed.
This can be particularly useful when reconciling high-volume bank accounts or investigating a specific payment, deposit, or bank charge.
Previous version (NetSuite 2026.1)
Latest version (NetSuite 2026.2)
Explore the 'Basic Accounting' section under the 'New to NetSuite' category for a range of helpful articles. These resources are tailored to guide beginners through the platform's accounting features, ensuring a smooth learning curve.
