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Match Bank Data
I have started experimenting with the Match Bank Data, but from what I am seeing it doesn't seem to give us a huge benefit - I was hoping to check here if I was missing something obvious.
This is the current process I am testing:
- Export transaction list from the bank (CSV)
- Go through a (relatively) complex process to re-organise the CSV data into the format required by NetSuite
- Upload the file into NetSuite
- Go to Match Bank Data screen
- As far as I can see, this will auto-match any bank transaction to a Payment record (if one is already present in NetSuite)
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