If you are currently auto-processing bank statements from the File Cabinet, please follow the instructions below.

ZoneReconcile's processing and parsing engine has been significantly enhanced. To fully leverage these improvements, we recommend migrating to the latest AutoImport process. The steps outlined below will guide you through the migration, including how to enable multi-queue processing for optimal performance.

AutoImport migration

Total Time: ~10 Minutes

💡 Preference Tip: If you prefer a guided experience, follow the video above. For specific navigation paths and script names you can copy/paste, refer to the manual steps below.

Step 1: Preparation

• Ensure you execute these steps at the end of a working day. 
• All bank statements currently in the Statements List must be imported, though they do not have to be fully reconciled.
• Log into NetSuite using your Administrator role.

Step 2: Deactivate Legacy Scripts

To start migration, check which scheduling process is already configured. Navigate to Customisation > Scripting > Scripts:

Filter the results based on type 'Map/Reduce' and click View on the script name BS MR File Processing:

Navigate to the Deployments sublist and click on Bank Statement File Processing MR Deployment.

• If the status of the deployment is 'Not scheduled' - no changes are needed
• If the status of the deployment is 'Scheduled' - click on the deployment title, edit the script record and make sure to update the script status to 'Not scheduled'. Save.

Now, navigate to Customisation > Scripting > Scripts once again:

This time filter the results based on type 'Scheduled' and click view on the BS SC Import script:

Navigate to the Deployments sublist:

• If the status of the deployment is 'Not scheduled' - no changes are needed
• If the status of the deployment is 'Scheduled' - click on the deployment title, edit the script record and make sure to update the script status to 'Not scheduled'. Save.

Step 3: Configure Autoprocessing Preferences

The next step is to enable the preferences under the Bank Statement File Processing Rule. Navigate to Setup > ZoneReconcile Setup > Bank Statement File Processing, edit the record of your bank institution:

Set the Statement auto import settings to 'Create bank statement, match and process transactions'.

This option will keep the existing logic of creating bank statement transactions upon statements creation. A short summary of the behaviour of each preference:

1. Create bank statement to process record (no matching): When selected, the system will generate a Statement to process record. These records will remain pending until the user takes action to process them
2. Create bank statement and match transactions: When selected, the system will generate Bank Statements and automatically match transactions
3. Create bank statement, match and process transactions: Similar option to the previous one with one core difference - the system will generate Bank Statements and both match and process transactions automatically

Step 4: Activate the New AutoImport Engine

To now enable the new AutoImport process, navigate to Customisation > Scripting > Scripts:

Filter the results based on type 'Map/Reduce' and click View on the script name ZR Auto Import MR:

Navigate to the deployments sublist:

Edit the script record and make sure to enable the following parameters:

• Status - set it to 'Scheduled'
• Under the schedule section - make sure to enable the preference 'Daily event'
• Start time - should be early in the morning as 5:30am
• The repeat frequency recommendation is - each 12 hours, but open to adjustments per preference
• No End Date checkbox - must be enabled

Save. This action completes the migration process.

If none of the above options are applicable to your account, and your bank statements are still processed, it could be the case you have already migrated to the new AutoImport process.

In the most recent version, ZR File Processing MR and ZR AutoImport MR have been replaced and renamed as follows:

• ZR File Processing MR has been replaced by ZR Auto Import MR (customscript_zr_auto_import_mr)
• ZR AutoImport MR has been replaced by ZR Auto Import BSTP MR (customscript_zr_auto_import_bstp_mr)

The renaming and logic update were introduced to support a chained processing model, allowing users to trigger the entire auto-processing flow by scheduling a single script.

Accordingly, no further changes are required. To ensure proper bank statement processing, only the ZR Auto Import MR script should be scheduled. For more details, refer to the Enable the Auto Import Logic documentation.

Enable multi-queue processing

To improve performance, the AutoImport process supports multi-queue execution when a SuiteCloud Plus license is available. This allows tasks like file imports and transaction processing to run in parallel across multiple queues—helping to reduce bottlenecks and speed up job completion. Assigning additional queues is especially beneficial for high-volume tasks such as large volume of bank statement processing or high-volume of payments generation.

To leverage and enable multi-queue processing in ZoneReconcile, the deployments of the following scripts must be altered:

• ZR Auto Import MR
• ZR Auto Import BSTP MR
• ZR Auto Import Bank Statements MR
• ZR Process Bank Statement Transaction MR

For example, ZR Auto Import MR, navigate to Customisation > Scripting > Scripts. Filter the results based on type 'Map/Reduce' and click View on the script name ZR Auto Import MR:

Navigate to the deployments sublist:

Edit the script record and make sure to alter the Concurrency Limit:

Each account could hold different limits, depending on the available processors. 

Make sure to apply the same configuration to all deployments of the three remaining scripts listed above. This will allow your system to process statements and transactions faster.