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Step 1: Create a new field on the Bank Statement for attachments
Step 2: Create a new NetSuite field to store the attachment
Step 3: Set the additional field logic on the Bank Configuration
Step 4: Upload your file to the bank statement transactions to be created
Step 1: Create new field - Bank Statement Transaction field - where the attachment will be entered
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Next step is to create a transaction body field, where the attachment (or actually the link to it) will be stored.
Here we follow standard steps how to create the custom field and we decide to which transactions we want this to be applied (Journal, Custom Payment, Vendor Payment …).
Navigate to Customisation > Lists, Records, & Fields > Transaction Body fields > New.
Create a field with following setup - you may choose again the label, and the transaction type on which you will be storing the attachments from the bank statement.
Good practice is to also use
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good naming convention both for the label & ID.
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Step 3: Set the additional field logic
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Navigate to Setup>Bank Reconciliation Setup>Bank Account Configuration and click View on any of the configuration that this setup applies to.
Then navigate to the new Additional Parameters & Fields > Bank Statement Additional Fields
Use the button New Bank Statement Additional Fields:
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Now we have to complete the configuration as follows:
In the Source settings section populate the Bank Statement Transaction field created in step 1, which will auto-populate the ID of this field,
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In the Copy
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Settings section select the Netsuite field created from the step 2.
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SAVE the record
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Step 4: Upload your File to the Bank Statement
You can now edit the bank statement and add files for the transactions to be created (not available for reconciliation of closed transactions).
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