Viewing Unmatched Transactions

On the Match Bank Data page, you can view unmatched imported bank data and account transactions in the To Be Matched subtab. When you match or mark a transaction as cleared, it moves to the Review subtab.

To view unmatched transactions:

  1. Go to Transactions > Bank > Match Bank Data.

  2. From the Account list, select the bank or credit card account.

    In the Imported Bank Data and Account Transactions grids on the To Be Matched subtab, NetSuite displays the list of imported bank data and account transactions for the selected account.

  3. To filter the transactions grid by date or to use the search functionality, see Filtering Imported Bank Data and Account Transactions.

Related Topics

Matching Bank Data
Updating Imported Bank Data
Filtering Imported Bank Data and Account Transactions
Viewing Details of Account Transactions
Undoing Matched Transactions
Excluding Imported Bank Lines From the Matching Process
Restoring Excluded Imported Bank Lines
Adding Account Transactions During the Matching Process
Marking Transactions as Cleared
Undoing the Cleared Status of Transactions

General Notices