This video demonstrates how to automatically create and match account transactions with imported bank lines that have a recurring Payor/Payee or Memo value. In this video, you learn how to generate, edit, and run auto-create rules in order to achieve automatic transaction creation and matching for bank reconciliation. This video is directed at NetSuite users who are responsible for reconciling their bank accounts with their ledger.

Note: The user interface shown in the video is NetSuite version 2020.2 – any text after the time of recording is subject to change.

For details on the matching improvements made in NetSuite 2020.1, watch Bank Data Matching Improvements (20.1).