Hello - Does anyone know how to unmatch bank data ? Is this even possible? We have an account that has been running this process automatically and we want to disable it but also unmatch it

@Karina is my expert on this

haha, thank you, @C_Billings 🙂. @JC, yes, you can unmatch bank data, should not be complex. If the account comes via bank feeds or any similar tool, just remove it from the list

Someone is manually uploading bank information and then the system is automatically matching, which is what they don't want.

the “list” referred to accounts in Financial Institution set up with bankfeeds or ABSI. If this is manual, why won’t you stop the individual who uploads the statements from doing so? Seems to be people issue, not the system thing

I agree - I'm not too familiar with this process but essentially they are uploading these bank files and then they want to manually match transactions.

you and I both! LOL

LOL

sounds like they need a consultant charging them $$$ for advice of not uploading bank statements in the first place. Sign me up! 🙂

I'll quit and come back as consultant with you then

in a couple of years that will be at our (well, somebody’s, for sure) door step asking for NetSuite re-implementation because it did not work for them last time around

I'd own the same yatch as Bezos at this point

There is a bank matching flag (checkbox) on the GL account. Not sure if unchecking that would help 🤷🏼‍♀️

If it automatically is making matches, then you probably have the very lenient auto-match rules enabled. First disable the 3(?) rules that are added automatically. All automatically made matches are in the “review” tab on the “match bank data” page. Unless someone has submitted the automatic matches already. If they have submitted it but haven't reconciled the account, the match should be visible on the reconcile account page where you can unmatch it. If the have reconciled the account, you need to delete the reconciliation first.

Thank you @Watz