Scenario:
Users noted duplicate transactions on the Match Bank Data page fetched from the Suiteapp. This specifically happen whenever users delete the existing connection and re-aggregate the bank account. The last 60 days transactions brought in by the system is not tagged as duplicate.
Solution:
The reason why the transactions were not detected as duplicate is because the transactions from Bank Feeds has unique transaction ID from the backend. This is working as intended, given that different unique identifiers prevent the transactions from being marked as duplicate in second stage of duplicate detection.
The bank transactions in your account has met the following criteria:
- All transaction fields listed in the preceding step are identical to the fields of an existing transaction from a previous import.
- Both transactions belong to the same financial institution account and have the same currency.
However, it did not pass the unique ID criteria to prevent the transaction from getting imported into NetSuite as a duplicate.
The ability to mark these transaction as duplicate is logged as Enhancement 623607. Alternatively, user need to exclude the duplicate transaction from the Match Bank Data using the Exclude button