Armando Red Ribbon

Thank you so much everyone! This is great! As a follow up question, is it possible to list which GL accounts need this restriction and which ones don't. We have a couple GL accounts that don't require this field.

Thanks! How hard would that be to set up, do you think?

No problem at all. I'm attaching a picture of what I'm trying to create. Basically, I created a report that mirrors my balance sheet. I can't use the balance sheet in the "Financial" section since the mapping is different. So I create a report that shows a regular balance sheet with a different mapping. I'm trying to use…

That's perfect! Thank you so much! Really appreciate it! :)

Thanks Patrick! But how can I create a new folder to add certain reports. For example, from the screenshot you have, how do I create a folder similar to the "Scheduled Report" folder so I can add reports "PF 5.18 Income Statement", "PF 6.3Custom Income Statement", etc. Thanks again for all your help! I really appreciate…

Thank you! It would be for both an income statement and a balance sheet report. I just did it and it worked! Thank you again! :)

I see! Awesome, thank you so much! It's not a financial report but followed the same steps you mentioned to this report to have 2 different versions and it worked!

I see, thank you for your help! Would you know if in NetSuite, we are able to pull data directly to Excel. Similarly to Hyperion (HFM) with the SmartView? Thanks!

So basically, it wouldn't work, correct? Is there a different way of doing it? I'm listing some of the other ways, I'm thinking it could be done 1) Bold and/or change the text color to red for any variance balances which are above the threshold of $500,000 2) Create another column which would have an if formula (or…

Sounds good. Thank you for letting me know, I'll update my profile in a few. That's correct (related to your clarification question). I'm trying to easily flag changes over a certain amount ($500k). It could highlight the account, bold it red, or have a note in a column next to the variance. The way it flags the change is…