Banking

This release note was updated August 25, 2025.

NetSuite 2025.2 includes the following enhancements to banking features:

Enhanced Transaction Management For Bank Reconciliation

The Match Bank Data and Reconcile Account Statement pages have been enhanced with new bulk selection and processing capabilities. These enhancements provide more flexibility to manage transactions and streamline bank reconciliation.

Previously, on the Match Bank Data page, you could only submit all transactions for an account by selecting Submit at the top of the page. Also, you could only undo a matched or cleared transaction one at a time. Now, because selection options are available, the Review subtab includes an option to submit selected transactions (Submit Selected) or undo selected transactions (Undo Selected). You can still submit all transactions for reconciliation using the new Submit All button.

The Review subtab on the Match Bank Data page includes the following selection options:

Select Matched Transactions – Selects all matched transactions on the current page of the grid. You can deselect them by clicking Deselect Matched Transactions.
Select Cleared Transactions – Selects all cleared transactions on the current page of the grid. You can deselect them by clicking Deselect Cleared Transactions.
Box in header – Selects all transactions on the current page.
Selection boxes – Selects transactions using the box next to each transaction.

Selections persist when navigating between pages of transactions or applying filters.

The Review subtab on the Reconcile Account Statement page also includes these selection options, enabling you to undo multiple transactions at the same time. Note that this subtab is only for reviewing or undoing transactions, as before. To reconcile transactions, go to the Reconcile subtab and enter an ending statement balance if you haven’t already.

To access the Match Bank Data page, go to Transactions > Bank > Match Bank Data. To access the Reconcile Account Statement page, go to Transactions > Bank > Reconcile Account Statement.

To use the Intelligent Transaction Matching and Account Reconciliation features, you require the following permissions:

Accounts
Matching Rules for Online Banking
Reconcile Reporting
Reconcile

For more information about permissions, see Permissions for Banking Features.

If an account isn't available for matching, ensure that the Use Match Bank Data and Reconcile Account Statement Pages box is checked on the account record. For details, see Editing Accounts to Use the Match Bank Data and Reconcile Account Statement Pages.

For more information about bank reconciliation, see Reconciling Bank and Credit Card Statements.

General Notices