Banking

This release note was updated November 3, 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 include new bulk selection and processing capabilities. These enhancements provide more flexibility to manage transactions and streamline bank reconciliation.

Previous behavior

On the Match Bank Data page, you could only submit all matched and cleared transactions for an account by using the Submit button at the top of the page. In each subtab, you could only select transactions one at a time. The only exception was To Be Matched, where you could select all general ledger transactions simultaneously. Single-select was still needed for imported transactions.

On the Review subtab of the Reconcile Account Statement page, you also could only select transactions one at a time.

On both the Match Bank Data and Reconcile Account Statement pages, you could only undo a matched or cleared transaction one at a time.

Match Bank Data page enhancements

To Be Matched subtab:

You can now select all transactions in the Imported Bank Data grid with a single click by using a new box in the header. Selecting this box selects all transactions on the current page. The selection persists when you move between pages or apply filters.
Review subtab:

The Submit button at the top of the page has been removed. You can now submit transactions using the following options:
- To submit selected transactions, first select the desired transactions using the available selection options (such as individual selection boxes, Select Matched Transactions, or Select Cleared Transactions) and then click Submit Selected.
- To submit all transactions in the subtab, click Submit All.
To undo matched or cleared transactions simultaneously, select the desired transactions using the available selection options, and then click Undo Selected.
Excluded subtab:

You can now restore all transactions in the Excluded subtab with a single click by using the new box in the header.

Reconcile Account Statement page enhancements

Review subtab:

You can now select and undo multiple transactions at the same time. To undo, select the following and then click Undo Selected:
- All matched transactions on the current page (Select Matched Transactions)
- All cleared transactions on the current page (Select Cleared Transactions)
- All transactions on the current page (box in the header)
- Individual transactions separately (selection boxes)
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.

Selections on all subtabs persist when you move between pages or apply filters.

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.

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

Enhancements to Manual Reconciliation Rule Running

You can now manually run reconciliation rules against all existing unmatched data on demand, instead of being limited to the most recent import. The confirmation dialog now includes start and end date fields, so you can control which imports are eligible for processing.

Only one reconciliation rules process can be in progress for a given account at a time, but you can run rules for different accounts simultaneously. After a reconciliation rules process is started, you cannot cancel it. Processing time may increase for large date ranges. For best performance with a high transaction volume, try running reconciliation rules in smaller date ranges.

For required roles and permissions, see Permissions for Banking Features.

To manually run reconciliation rules, go to Transactions > Bank > Match Bank Data, select an account, and then click Run Reconciliation Rules. For step-by-step instructions, see Manually Running Reconciliation Rules.

For troubleshooting details, see Troubleshooting Manual Reconciliation Rule Running Issues.

General Notices