Great video and explanations of all procedures! Great speaker. Clear and concise.
@SuperSuiteCris
5 ай бұрын
Thanks Jeanine!
@liudmylagrytsiv5061
Ай бұрын
So grateful for this video! I've just started with a company which uses NetSuite, and I'm a brand new learner, I did my Bank Recon successfully, yey! Professional speaker, perfect explanations, looking forward to watching more tutorials!
@SuperSuiteCris
Ай бұрын
Thanks Liudmyla, glad I could help you through that process!
@mghector6430
4 ай бұрын
Thanks for detail explained NS reconciliation steps.
@SuperSuiteCris
4 ай бұрын
You're very welcome Hector!
@SreerajMavila
6 ай бұрын
Highly informative, Great Presentation
@SuperSuiteCris
6 ай бұрын
Thanks man!
@dylinkuni
6 ай бұрын
Excellent overview!
@SuperSuiteCris
6 ай бұрын
Thanks!
@luckykumar638
7 ай бұрын
Nice explanation. Keep going😊
@SuperSuiteCris
7 ай бұрын
Will do!
@fitbrownguy
Ай бұрын
Do you have any videos on Automated Cash Application or Reconciliation Rules?
@SuperSuiteCris
Ай бұрын
Not yet!
@DreByDrea
2 ай бұрын
Great overview! How do I reconcile credit card reconciliations in netsuite. The account is linked for automated bank feed but it is not appearing in the match bank data account list. Any ideas?
@SuperSuiteCris
2 ай бұрын
Whew, the problems that can crop up using Bank Feeds are legion. It's difficult and often time consuming to isolate the issues even with the account in front of you.
@SandyTrocke
Ай бұрын
How to - company integrated to NS in 2018. All bank recons have been manually done, outside of NS. We’d like to get 2024 current with bank recons in NS. How do we start?
@SuperSuiteCris
Ай бұрын
It can be pretty involved, especially if issues crop up (which they often do). I'd recommend getting a consultant to set it up or checking out a product like NetCash which has a really nice real-time Bank Reconciliation.
@navyagangadhar691
5 ай бұрын
please make a video on period close process explained each task
@SuperSuiteCris
5 ай бұрын
Hi Navy, I have a video doing just that in my NetSuite for Accountants Course (supertraining.supersync.cloud/courses/accountants-course) I just haven't made a KZitem version of that video yet. I'll put it in the queue!
@navyagangadhar691
5 ай бұрын
@@SuperSuiteCris Thank you Cris! Also, can you make videos on Intercompany Cross charge and Amortization with Accruals please.
@SuperSuiteCris
5 ай бұрын
No problem. At some point a bit later I'll make a more advanced accounting course and I'll include those in it.
@richardray6345
5 ай бұрын
Thanks. Does the bank feed use Open Banking or imports from SFTP transfer?
@SuperSuiteCris
5 ай бұрын
They use an SFTP connection. This article has all kinds of FAQs regarding Bank Feeds: docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_159010939426.html#Bank-Feeds-SuiteApp-FAQ
@cliffclairespicyreviews3502
5 ай бұрын
How do I undo Group Matches? it keep showing match group view inside recon window.
@SuperSuiteCris
5 ай бұрын
Yeah it's kind of a pain, you have to unapprove them and then resubmit them from the match bank data side.
@rajeshvatturu6609
7 ай бұрын
Good cris, can u pls use CSV imports also ..
@SuperSuiteCris
7 ай бұрын
Hi Raj, please clarify your question. Are you asking for a whole video on CSV imports (which I've done already) or a video on how to do an import for a bank rec?
@satyamchourey6120
5 ай бұрын
Hi There , Do you know if there is any criteria of the transactions appearing on right (the ones from the Netsuite instance). We do the manual reconciliations and the thing is I want to give some users to only view the page Match Bank Data, no actions for them !!! I am trying to create a saved search for it but the number of records are different in the Match Bank Data and my Saved Search . I am getting 53 Checks in Match Bank Data and 94 checks in Saved Search. Following is the criteria I used in the search : 1 Type = Check 2 Cleared = "F" Account = "XYZ" Please suggest !!! PS Once I add the following criteria , it comes down to 83 records in search : Voided is false (87 records) Date is not before ninety days ago (83 records)
@SuperSuiteCris
5 ай бұрын
Hi Satyam, unfortunately I'm not aware of a Saved Search Criteria that specifically looks for checks that are Matched. The action of being matched in the Match Bank Data tool doesn't necessary attach to the record as a piece of data (which would then be searchable). There might be some workaround, but I don't believe there's an easy solution.
@satyamchourey6120
5 ай бұрын
@@SuperSuiteCris thanks for the quick response but is there a way to atleast tweak up the permissions so that certain users can only view that page but not be able to clear , add or submit anything?
@SuperSuiteCris
5 ай бұрын
Hi Satyam. I haven't tried it myself but you should be able to achieve that by setting the Permission levels for the required roles to "View" instead of Create, Edit or Full.
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