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.
Automatic acceptance and submission
NetSuite automatically accepts and submits eligible suggestions for reconciliation when you import bank data or run reconciliation rules and have the Reconcile permission with Create, Edit, or Full level. You can then reconcile the transactions on the Reconcile Account Statement page.
To identify automatically submitted matches, open the Review subtab on the Reconcile Account Statement page. The Submitted by column displays System for these matches.
Suggestions that remain available for review
Suggestions that require review or input remain available for manual review and submission on the Match Suggestions subtab. These include:
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Entity-enriched suggestions
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Suggestions with multiple match options
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Transaction Matching Assistant suggestions. These suggestions are available only to accounts eligible for NetSuite Next. 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.
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Accounts payable or accounts receivable payment-application suggestions
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Auto-create suggestions
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Cash-in-transit suggestions
The Automatically Accept Exact Matches preference
The Automatically Accept Exact Matches preference applies to all supported bank and credit card accounts in your account. If you have the Administrator role, you can turn it off. For more information, see Accounting Preferences.
When you turn off the preference, eligible suggestions remain available for manual review and submission on the Match Suggestions subtab. This also happens if you don't have the required Reconcile permission when you import bank data or run reconciliation rules.