In a Bank Reconciliation format profile, you can configure a connection to a financial institution to automatically retrieve bank or credit card data, without using a SuiteApp. To accomplish this, create and configure your own financial institution record and a corresponding format profile that uses custom transaction parser and connectivity plug-in implementations. The following procedure… Continue reading Configuring a Connection to a Financial Institution (Without a SuiteApp)
Tag: financial institution connectivity parser plugin
Bank statement import is empty in reconciliation when using financial institution connectors.
When performing bank reconciliations in NetSuite using the match bank data feature, it’s crucial to ensure that the transaction dates in your imported data align correctly with the “as of” date specified during the import process. If this alignment is not maintained, NetSuite will automatically remove the imported data, which can cause confusion and disrupt… Continue reading Bank statement import is empty in reconciliation when using financial institution connectors.
Sample Financial Connectivity Parser Plugin
/** * @NApiVersion 2.1 * @NScriptType fiParserPlugin */ define([‘N/format’, ‘N/runtime’], function (format, runtime) { function parseData(context) { try { log.debug(“parseData”, “========== STARTS EXECUTION ==========”); log.debug(“Context”, context); … Continue reading Sample Financial Connectivity Parser Plugin
How to automatically import Bank Statements to NetSuite using Statement API?
Issue Client would like to import the account statements from a particular bank and to display it under the “Match Bank Data” page in NetSuite for the account reconciliation purpose. They will provide the Statement API details to import the data from the bank. Solution To automatically import bank statement data into NetSuite for reconciliation… Continue reading How to automatically import Bank Statements to NetSuite using Statement API?