One-to-Many Transaction Matches

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

In some situations, you can only match one transaction in the imported statement with multiple transactions in the NetSuite general ledger account.

There may be no easily-matched reference, but it is still possible to make a match.

For example, you can group two accounts transactions in NetSuite that have several matching fields. Compare the group against the sum of a transaction in the imported statement. Ensure that no other match is possible, even if the transaction date is two business days earlier or later, because there is no other unique reference between the two sides.

For details on how NetSuite groups transactions, see Grouping Multiple Transactions.

Related Topics

Bank Transaction Matching Types
One-to-One Transaction Matches
Many-to-One Transaction Matches
Many-to-Many Transaction Matches
Grouping Multiple Transactions

General Notices