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 attempts to first group imported bank lines, then account transactions in NetSuite, and then matches the two groups.

NetSuite only groups multiple transactions on matches of transaction number (imported transaction ID and general ledger check number). Intelligent Transaction Matching does not group multiple transactions 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