The Bank Matching and Reconciliation Landing Page provides a consolidated view of your bank and credit card accounts, making it easier to understand reconciliation status and identify accounts that require attention.
Instead of navigating between individual accounts, you can use the landing page as a central starting point for your bank matching and reconciliation activities.
To access the landing page:
- Navigate to Transactions > Bank > Bank Matching and Reconciliation.
What You Can Do
From the Bank Matching and Reconciliation Landing Page, you can:
- View relevant accounts in one place. See your bank and credit card accounts together for a more complete view of reconciliation activity.
- Identify accounts that need attention. Quickly determine where reconciliation work may still be required.
- Review key reconciliation information. Check important account and reconciliation details before taking action.
- Go directly to matching or reconciliation tasks. Navigate from the landing page to the appropriate matching or reconciliation workflow.
- Generate Insight. Generate a narrative insight that summarizes the data on the landing page.
- Access related bank reconciliation pages. Easily access related pages such as Upload File, Reconcile Account Statement, Reconciliation Summary Report, and Reconciliation Rules.
Why Use the Landing Page?
The landing page helps simplify the reconciliation process by reducing the amount of navigation required to review multiple accounts. With reconciliation information available from one location, you can identify potential issues sooner and focus on the accounts that need your attention.
This can help you:
- Spend less time switching between accounts.
- Identify reconciliation issues more quickly.
- Get better visibility into reconciliation readiness.
- Perform period-end reconciliation reviews more efficiently.
Example
Suppose you're preparing for period end and need to confirm that several bank and credit card accounts are ready for reconciliation. Rather than opening each account individually, start from the Bank Matching and Reconciliation Landing Page.
Review the accounts displayed on the page, identify those that still require attention, and then navigate directly to the appropriate matching or reconciliation action.
Don't miss out on the 'New to NetSuite' category, especially if you're just starting. It offers a comprehensive guide to basic accounting functions, making your initial experience with the platform both educational and engaging.
