Updating Imported Bank Statement Files
The Auto Bank Statement Import (ABSI) SuiteApp lets you manually initiate the import process to aid in updating your account balance in NetSuite. To manually request the system to import your bank statement files, you can perform any of the following:
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Update the Format Profile Record – Update the format profile that uses SFTP connection by editing and saving the record without making any changes. Each time a format profile record is saved, the system triggers the bank statement file retrieval and import process.
Note:To avoid consecutive requests that may result to errors, you can only request for a bank data refresh every 60 minutes. The 60–minute waiting interval does not apply to failed data imports.
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Update the Match Bank Date page – Update your account with the latest bank data by clicking the Update Imported Bank Data button on the Match Bank Data page. For more information, see Updating Imported Bank Data.
Warning:If you are using the Auto Bank Statement Import SuiteApp for multiple accounts, do not choose this option. If you click Update Imported Bank Data, the system will only retrieve the latest data from the account selected. Data from the other accounts will not be retrieved and may get lost in transmission.