The Bank Feeds SuiteApp automates the transfer of your bank data from your financial institution accounts into NetSuite. The SuiteApp uses the Financial Institution Connectivity Plug-In and an authorized account information service provider to securely access online financial institution data.
User can delete an unreconciled bank, credit card, or corporate card statement if it was imported manually. Follow the steps below to achieve this:
- Navigate to Transactions -> Bank -> Banking Import History
- Click on plus icon to expand details of the imported file
- Click Delete Import
For more details regarding the deletion of Bank Statement visit our SuiteAnswers:
31838 – Deleting Imported Statements
If it was created automatically, user will not be able to delete this import. To identify, that the statement was imported automatically (=System), please see the “Imported By” Column.
Currently, this is a system limitation, and there’s an existing Enhancement request for this:
612963 – Bank Connectivity Plug In > Ability to delete Banking Import History File in NetSuite
The only way to remove the wrongly imported data from the system is to “Exclude” them from the Match Bank Data page. To do this:
- Navigate to Transactions -> Bank -> Match Bank Data
- Select Account for which you have performed the data import
- Check the box next to the transactions which were wrongly imported
- Click Exclude
Note: These transactions will be moved to the Excluded tab. Deletion of the excluded transaction is currently a system limitation. See existing Enhancement request:
608688 – Transactions > Bank > Match Bank Data > Excluded Tab > Show Delete Button to remove excluded bank lines