Manually Create New Matching Transaction in the SVB Bank Reconciliation Connector

If the records are not found or not matching, you can create a new matching transaction from the same section. You can create a matching transaction dynamically in the Connector to reconcile your accounts.

When you click ‘Create Matching Transaction’, a dialog pops up where you can select the transaction record type.

The drop down list provides the options that are configured.

In this example, the Deposit record is selected and Submitted. A NetSuite Deposit record opens in a new window. Enter the details and save the record.