Viewing Imported Banking Data
This section provides information about viewing imported banking data in NetSuite. You can view a list of imported account statements and their statuses. You can also view more information including individual bank lines imported.
To view your imported data, you can do any of the following:
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Go to Transactions > Bank > Banking Import History. This page lets you track your import statuses and troubleshoot errors. For details, see Banking Import History.
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If you import bank or credit card lines for reconciliation, you can view your data at Transactions > Bank > Match Bank Data. You can also view your bank or credit card lines on the Automated Cash Application page (Transactions > Bank > Automated Cash Application), provided that they contain a positive amount. For details, see Viewing Data Imported for Reconciliation.
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If corporate card charges were imported for expense reporting, NetSuite stores them in the Imported Employee Expenses list. When new expenses are available, employees receive an email notification and a reminder in the Reminder portlet on the NetSuite Home page. You can click the link in the notification or reminder to see a list of your imported expenses. For details, see Viewing Imported Corporate Card Expenses
To import a bank, credit card, or corporate card statement, see Bank Data Import.