Creating a Reconciliation Rule (NetSuite)

the accounts receivable solution and cash application product are fully compatible with bank feeds to ensure credit transactions automatically reconcile with the customer payments generated by the cash application, you will need to create a reconciliation rule using this guide create a reconciliation rule f ollow these steps in netsuite to create a reconciliation rule go to reconciliation rules navigate to transactions > bank > reconciliation rules create a new rule under user rules , click new rule for rule name , enter “match by memo” select bank account under the accounts tab, select the specific bank accounts you wish to include for auto reconciliation set conditions go to the conditions tab select the following from the drop downs transaction type all imported primary field memo operator equals value \<leave blank> transaction type all netsuite compare field memo click save