Automatic Submission of High-Confidence Matches

When the Automatically Accept Exact Matches preference is enabled, NetSuite automatically accepts eligible bank and credit card match suggestions. The preference is enabled by default.

Eligible suggestions include transaction-match and match-group suggestions generated by system and user reconciliation rules. NetSuite can generate these suggestions during bank data import or when you manually run reconciliation rules.

The Automatically Accept Exact Matches preference applies to all supported bank and credit card accounts in your account. Administrators can turn off the preference on the Accounting Preferences page.

When you turn off the preference, eligible suggestions remain available for manual review and submission on the Match Suggestions subtab. The same occurs if you do not have the required Reconcile permission when you import bank data or run reconciliation rules.

Suggestions that require review or input remain available for manual review and submission on the Match Suggestions subtab. These include:

General Notices