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AI in NetSuite | Using Enriched Bank Data to Improve Transaction Matching
NetSuite’s Enriched Bank Data can improve transaction matching by using additional transaction details extracted with generative AI. This is particularly useful when standard reconciliation rules identify multiple potential matches and cannot clearly distinguish between them. How Enriched Matching Works This feature is…
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New to NetSuite | Reviewing Suggested Transaction Matches for Bank Reconciliation
Bank reconciliation involves comparing imported bank data with transactions recorded in NetSuite to identify corresponding transactions and resolve differences. When there are many transactions to review, determining the appropriate match or reconciliation action can take time. With Match Suggestions, NetSuite brings…
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New to NetSuite | Match Bank Data Enhancements in 2026.2
NetSuite 2026.2 introduces several usability improvements to the Match Bank Data page. These changes are designed to make bank matching and reconciliation easier to navigate, especially when working with long transaction lists. The enhancements include clearer tab names, easier access to common actions, and new filter…
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Action Required: Prepare for Match Suggestions in NetSuite 2026.2
This notice is intended for customers who use the Match Bank Data and Reconcile Account Statement pages. You are receiving this notification because your NetSuite account is configured to use the Match Bank Data and Reconcile Account Statement pages. What’s Changing In NetSuite 2026.2, the Review subtab on the Match Bank…
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Action Required: Review Cash In Transit Matches Before NetSuite 2026.2
This notice is intended for Customers using the In-Transit Payments feature. You are receiving this notification because your NetSuite account has been identified as using the In-Transit Payments feature. In 2026.2, the Review subtab on the Match Bank Data page is targeted to be replaced with Match Suggestions. Before your…
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NSC | Custom Role: No Accounts Showing in Match Bank Data
Users assigned to a custom role are unable to view any accounts within the Match Bank Data page, preventing them from performing bank reconciliation tasks. This issue typically occurs when the custom role lacks the necessary permissions to access account records. The Match Bank Data feature relies on visibility into…
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Match Bank Data: Submit Selected actually submits all
Has anyone else encountered this issue? We match transactions under Match Bank Data > To Be Matched. Once matched, the transactions move to the Review tab. I select only certain transactions to submit and click Submit Selected, but the system still submits all transactions in the Review tab. For example, I was attempting…
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Different amount on Balance Sheet and Reconciliation Summary
Hi team, I have an issue regarding the amount in the balance sheet and the reconciliation detail. Why is there a difference between these reports for this bank account? And how to solve it? Your ideas would be helpful, thank you.
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Match Bank Data Not Working for One of the Two Processes
My company has been using the Match Bank Data process successfully for the last two years. We match bank records as well as credit card transaction to sales transactions. This past Sunday (Nov 19) we updated to 2025.2 and are seeing that the credit card transactions are not automatically reconciling. However, the banking…
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Can't wrap my head around importing bank statements and corporate credit card transactions.
I've been trying for two days to get bank statements and corporate credit card statements/transactions imported. There seems to be several ways to do it. While having a bank feed would be ideal, we are waiting on an update from our bank to help us get connected. But in the meantime I wanted to train our accounting team to…