Troubleshooting Manual Reconciliation Rule Running Issues
You can only run reconciliation rules on the Match Bank Data page for an account if the following are true:
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No other reconciliation rules are currently running on that account.
Note:If a rule-running request is in progress, you’ll see a warning notification if you try to select that account or run rules against it. Wait for the process to complete, and then refresh the page before trying again. You can track your status on the Process Status page at Setup > Company > Bulk Processing Status List (the warning includes a link).
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The selected date range is valid. The first date must be before the second date, and the end date cannot be later than today.
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There are unmatched imported transactions whose import date falls within the selected date range.
Below you’ll find common error and warning messages, with recommended actions:
|
Error or Warning Scenario |
Message Text |
Recommended Actions |
|---|---|---|
|
You select an account that NetSuite is currently running reconciliation rules against. |
Reconciliation rules running We're processing your transactions for the selected account, so please avoid running additional rules until we're done. After processing is complete, refresh the page. |
Wait for the current process to finish before running additional rules. Refresh the page after completion. |
|
You try to run reconciliation rules for an account that NetSuite is already running reconciliation rules against. |
Previous request still processing A previous reconciliation rule request is in progress. Refresh the page when complete. Rerun the rules if needed. |
Wait for the current process to finish. Refresh the page after completion, and then rerun the rules if needed. |
|
You specify an invalid date range in the confirmation window. |
Invalid date range We couldn't run any reconciliation rules because the selected date range isn't valid. Make sure the first date comes before the second date. |
Click Run Reconciliation Rules again. In the Run Reconciliation Rules confirmation window, select a valid date range where the start date comes before the end date and the end date isn't later than today. |
|
You specify a date range with no imported transactions in the confirmation window. |
No transactions found We couldn't find any imported transactions for the configured date range. Try setting a different date range. |
Click Run Reconciliation Rules again. In the Run Reconciliation Rules confirmation window, select a date range that includes imported transactions. |
|
An unexpected system error occurs. |
Unexpected error We couldn't run any reconciliation rules because something went wrong. Please try again, and contact NetSuite Support if the issue continues. |
Try running reconciliation rules again. If the issue continues, contact NetSuite Support for help. |
Additional Tips and Important Information
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Only one reconciliation rules process can be in progress for any given account at a time.
Note:You can, however, run reconciliation rules for different accounts simultaneously.
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The default date range for running reconciliation rules is the previous 30 days.
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The end date in your selected range cannot go beyond today’s date.
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If you select a large date range (such as several years), processing time may increase. For most people, typical processing times shouldn't change.
Tip:If you have a high volume of unprocessed transactions, consider running reconciliation rules in multiple, smaller date ranges for better performance.
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After starting, you cannot cancel a reconciliation rules process.
Tip:If you need to stop a process in progress, contact NetSuite Support.
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Each import now appears as a separate line on the Processed Records page for easier status tracking.
For step-by-step instructions to run reconciliation rules, see Manually Running Reconciliation Rules.