How to automatically exclude duplicate transactions in the match data

AI generated answer (using internal Slack threads):

To automatically exclude duplicate transactions in the match data, you can use the following steps: 1. Create a custom field on the transaction record: This field will be used to store a unique identifier for each transaction. This could be a combination of the transaction date, amount, and any other field that can help identify the transaction uniquely. 2. Populate the custom field: Whenever a new transaction is created, populate the custom field with the unique identifier. This can be done using a User Event script or a Workflow. 3. Create a Saved Search: Create a saved search on the transaction record with criteria to find transactions where the custom field is not unique. This will give you a list of all duplicate transactions. 4. Create a Scheduled Script: Create a scheduled script that runs periodically (e.g., daily or weekly) to find and delete duplicate transactions based on the saved search created in the previous step. 5. Modify the Matching Rules: Modify the matching rules in the

Match Bank Data

feature to exclude transactions where the custom field is not unique. This will prevent duplicate transactions from being matched. Please note that this is a high-level approach and the actual implementation may vary based on your specific requirements and NetSuite setup. Also, it's important to test this approach thoroughly in a sandbox environment before implementing it in a live environment. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******