Hello, has anyone here migrated from the Nolan Ban...
# generalp
Phillip
11/12/2020, 9:06 PMHello, has anyone here migrated from the Nolan Bank Reconciliation Production to the native NetSuite Bank Reconciliation? We would like to know what to watch out for, if we can upload one file for multiple bank accounts and how well does the auto generate transactions functionality work.
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KevinJ of Kansas
11/12/2020, 9:36 PMwhy would you want to do this?
KevinJ of Kansas
11/12/2020, 9:36 PMAlso - I don't think there's an auto generate transactions function.
KevinJ of Kansas
11/12/2020, 9:36 PMto NS Natively.
KevinJ of Kansas
11/12/2020, 9:37 PMIf you've already got Nolan though, I'd probably be inclined to stick with it.
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Phillip
11/12/2020, 9:45 PMWe are spending a good amount of money for Nolan and it looks like NetSuite may have enhanced the functionality of the bank rec module. It also looks like this was added in the last release:
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KevinJ of Kansas
11/12/2020, 9:47 PMYeah, I wouldn't trust that first release...
KevinJ of Kansas
11/12/2020, 9:47 PMThat said, I need to review the release notes closer...
KevinJ of Kansas
11/12/2020, 9:48 PMThe other parts of account rec functionality are pretty good though.
KevinJ of Kansas
11/12/2020, 9:49 PMAt least in comparison to the old one. (account rec was added ~3/4 years ago? been in NS almost as long as I've been doing it)
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Phillip
11/12/2020, 9:49 PMawesome. any gotchas for rules setup and can you import multiple bank account data in one file similar to Nolan?
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KevinJ of Kansas
11/12/2020, 10:06 PMYou can import multiple bank account data in one file if you use BAI2 or another format.
KevinJ of Kansas
11/12/2020, 10:07 PMI've had trouble with multi line JEs and account rec - I.e. recording multiple bank transactions on a single JE (don't ask...)
KevinJ of Kansas
11/12/2020, 10:08 PMFixing a bank rec because someone edited a transaction is a bit of a pain.
KevinJ of Kansas
11/12/2020, 10:08 PMDeleted transactions after being reconciled is a severe pain (yeah, sometimes people do this, I can't figure out why)
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Phillip
11/12/2020, 10:31 PMthanks
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