The NetSuite Cash Application Manager Dashboard encountered an issue where it became unresponsive during the loading process and failed to display. This is due to the field Approximate Matches for Customer. If this field contains data other than the Cash App Rule, it will cause an issue with the dashboard.
Here’s how to resolve this:
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Narrow down the source of the issue by filtering your view, especially if there are multiple banks and accounts/payment types.
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Select the Bank, Accounts/Payment Type, and the latest date until you have narrowed down the source of the issue.
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Go to Cash Application Manager > Records > Celigo Cash App Batch.
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Sort the records so that the recently created transactions are shown first
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Look for the date and bank, then click View for any matching batches. Note: Make sure to look for both the Date Created and Batch Date.
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Head to the Lockbox Transactions subtab and scroll to the right. Look for any transactions that have something in the Approximate Matches for Customer field that is not part of the Cash App Rule.
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Open the Transaction Record and click Edit.
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Go to the Celigo subtab and remove any data in the Approximate Matches for Customer field.
