Match Suggestions for Imported Transactions
Match suggestions help you review imported bank or credit card transactions by presenting potential matches and recommended actions by NetSuite. Match suggestions appear on the Match Suggestions subtab of the Match Bank Data page.
Depending on the imported transaction, NetSuite can suggest a transaction match, payment application, or transaction creation. NetSuite can display up to five possible suggestions for an imported transaction.
How NetSuite Generates Match Suggestions
NetSuite generates match suggestions during bank transaction import and when you manually run reconciliation rules. NetSuite uses enrichment-based matching for ambiguous transactions to improve matching quality. If you're eligible for NetSuite Next and the Transaction Matching Assistant is enabled, the assistant evaluates available suggestions and recommends the most likely match. NetSuite Next is being made available to customers in phases and may not yet be available in your account. You'll receive in-app notifications when your account is eligible for NetSuite Next.
For more information about enrichment-based matching, see Enriched Bank Data for Transaction Matching. For more information about AI-assisted matching, see Transaction Matching Assistant.
Types of Match Suggestions
Match suggestions can include the following types:
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Transaction match suggestions: Based on system and user matching rules, NetSuite suggests one or more existing general ledger transactions to match with one or more imported bank transactions.
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Payment application suggestions: NetSuite suggests creating a payment, applying it to an open invoice or open payable, and matching the payment with the imported bank transaction.
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Auto-create suggestions: NetSuite suggests creating a transaction from an auto-create rule and matching it with the imported bank transaction.
If the Automatically Submit Exact Matches accounting preference is enabled, NetSuite automatically submits suggested matches generated by system and user matching rules. Other suggestions remain available for review on the Match Suggestions subtab. The account preference is enabled by default.
If you reject a suggestion, you can generate it again by importing bank transactions or by manually running reconciliation rules. This applies to all suggestion types.
For step-by-step instructions, see Reviewing Match Suggestions.