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How to expose the bank statement balance from match bank data

edited Nov 4, 2025 9:52PM in Ask A Guru 2 comments

Hello

I would like to create a bank reconciliation report in PowerBI. I cannot see how i can get the bank statement balance from the Match Bank Data screen. I cant even see how i can get this in a saved search.

Is it possible to expose this field, ie what table is it held on and how can i access this?

Copilot said to create a custom record and use suite script to populate this field - is this the correct thing to do?

Many thanks

Paul

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