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How to set up Intelligent Transaction Matching for Bank Data?

edited Jun 2, 2025 2:38PM in Ask A Guru 2 comments

Hello

I'm trying to create my own reconciliation rules for intelligent transaction matching for bank data. I can get it to work for the following rule;

However, when the Netsuite side is a journal, it will only work if there's one bank GL line on the journal, like this


but not if the journal has multiple bank GL lines


So when you look at bank match data page it just doesn't auto allocate.


Is this a limitation?


Thanks

Jennie

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