GL Matching Elements on Transaction Records
Installing the GL Matching SuiteApp adds a GL Matching subtab to every supported standard transaction record. This subtab shows GL Matching data for the transaction record.
The GL Matching subtab is available for all standard matchable transactions except Vendor Prepayment and Vendor Prepayment Application.
For custom transactions, you'll need to add the GL Matching subtab manually. For more information, see Adding the GL Matching Subtab to Custom Transactions.
The information in the subtab changes based on whether the Multi-Book Accounting feature is enabled in your NetSuite account.
If you turn the Multi-Book Accounting feature on or off after installing the GL Matching SuiteApp, the subtab data may become inaccurate or cause errors. To fix this issue, contact NetSuite Customer Support to update your GL Matching SuiteApp.
This subtab is for viewing only and you can't match or unmatch transaction lines here. To do that, click Group Details. The link takes you to the GL Matching Dashboard where you can match or unmatch transaction lines.
You can add or edit the matching reference for transaction lines in a transaction. For more information, see Updating the Matching Reference on Transaction Records.
Adding the GL Matching Subtab to Custom Transactions
Installing the GL Matching SuiteApp adds the GL Matching subtab to each standard transaction record. You can add the GL Matching subtab to any custom transaction record included in GL Matching.
To add the GL Matching subtab to a custom transaction record:
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Go to Customization > Forms > Sublists > List.
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Next to the GL Matching sublist, click Edit.
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Select your custom transaction in the Custom Transactions list.
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Click Save.