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

General Notices