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Action Required: Review and submit pending reconciliation matches before the NetSuite upgrade to avoid rework. After 26.2, unsubmitted matches will be unmatched. For more details, see SuiteAnswers 1047397
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Hi, Thanks for your help. We have now solved this issue. We added in the journal date a criteria on the saved search, and then added the below formulas to bring in the Remaining deferred balance as at the journal date. It's not a perfect solution, but does work for what we were looking at.