Grouping Multiple Transactions

The Intelligent Transaction Matching feature automatically creates match groups through the system or custom matching rules. For any remaining unmatched transactions, you can manually create match groups.

NetSuite first groups imported bank lines and account transactions, and then matches the two groups.

NetSuite only groups multiple transactions if the transaction numbers match (imported ID and check number). Intelligent Transaction Matching doesn’t group them if:

• The transaction number is missing.

• The relevant value is in the memo field.

Related Topics

• Bank Transaction Matching Types
• One-to-One Transaction Matches
• Many-to-One Transaction Matches
• One-to-Many Transaction Matches
• Many-to-Many Transaction Matches

General Notices