Banking

Changes to Auto-Create Rule Behavior

When the criteria for an auto-create rule are met, the system no longer creates an auto-create rule by default. Previously, the Make Auto-Create Rule From Selected Transactions box on the Match Bank Data page was automatically checked when the box became active. Consequently, if you were unaware the box was checked, unwanted transaction creation and matches could occur. To prevent this, the system now only creates an auto-create rule if you check the box.

When an auto-create rule is created, NetSuite automatically creates corresponding transactions from imported bank lines that fulfill certain conditions and then matches them. For details, see Rules for Automatically Creating Transactions.

If you want to create an auto-create rule to achieve automatic transaction creation and matching, you must now always check the Make Auto-Create Rule From Selected Transactions box. For more details, see Generating Auto-Create Rules.

To access the Match Bank Data page, go to Transactions > Bank > Match Bank Data. For permission details, see Permissions for Banking Features.