Best Of

Not sure if you can do this natively, but maybe with AVT Tech or Delfoi planner SuiteApp.

Hi @Chan Man

In the custom role, what is set in the Employee Restrictions field?

In your saved search, go to the Results subtab and enable the Run Unrestricted checkbox. Then, have the user with the custom role run the search.

If this works, it means the user or role is restricted from viewing the underlying records.

Un @User_HRRTJ

The bank feeds suiteapp runs nightly. you can always update the feed by clicking 'update imported data'

So I'm a little unclear on what you mean by 'real time like other erp's'?

Hi @Amy C.,

You might want to check this discussion NetSuite Admin Tip | American Express Integration for Expense Reporting.

I hope this helps.

Hi @Richard Appleford OB,

Since it’s showing correctly in a standard account but not in your case, this does point to the custom Customer form / sublist setup rather than the CSV import itself.

Given that:

• Transactions appear in the Dashboard view
• But not in the Form view (Related Records / Transactions subtab)
• And filters don’t seem to change the result

It’s very likely that the custom sublist has either, A hidden filter or sourcing condition, or is based on a custom sublist definition (not the native Transactions subtab)

A few things to check:

• Compare with the standard Customer form (switch forms and verify)
• Review the Transactions subtab configuration on the custom form
• Check if the sublist is a custom sublist tied to a saved search or filtered view

Since the records exist and are visible elsewhere, the issue is almost certainly UI/filtering on the form, not the import.

Hope this helps point you in the right direction 👍

Hello @User_PM4A7,

Have you checked the comments above? Just to add:

Since the standard PO form works but the custom form does not, this looks like a custom form issue rather than a vendor or workflow issue.

One more thing to check is whether the billaddress or billaddresslist field is set to Inline Text, Disabled, or Read Only on the custom PO form. Even if the field is visible, that can stop NetSuite from defaulting the vendor billing address.

You may also want to confirm that there are no client scripts attached to the form that could be affecting sourcing.

Let us know if you still need further assistance.

Hey @Mike F Blend,

Natively, it appears that we can identify 'Journals created from Memorized Transactions' only via Analytics Workbooks. Saved Search doesn't appear to have access to that information, so we can't use it in Workflows.

Perhaps there is a workaround, other than a customization, to stamp 'Memorized' on JEs created from Memorized Templates.

Hi Robert Suggs

Could you try reconnecting your bank account to the Bank Feeds financial institution profile configuration page?

If the issue still remains after reconnecting and trying the steps mentioned in SuiteAnswers #96321, contact NetSuite Support so that they can raise a ticket with the financial aggregator in charge of the integration between the bank and NetSuite. 

Thanks