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How to set up Auto Create Transactions?

edited Jun 2, 2025 2:34PM in Ask A Guru 12 comments

Hi,

Looking to set up rules which can automatically identify a bank statement transaction, and create the corresponding NetSuite entry for the following circumstances.

Bank Statement Transactions

  1. Bank charges to be posted to expense account
  2. Interest receivable (income account) and chargeable (expense account)
  3. Transfers of funds between bank accounts (same currency i.e. GBP, and same subsidiary)

Can you please advise if it is possible to do so, and if so, how to create the rules.

Thanks

Gemma

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