Clarisa De Torres-Oracle Blue Diamond

Hi @Mel H , have you tried customizing the report then changing how each financial row is displayed (ex. Display = Can not Expand): This is how it would look like: Hope this helps! :)

Hi @User_P2WL6, based on my initial understanding, you wanted to show only the consolidated amount of the subsidiaries on the Balance Sheet report? You may do this by just selecting the Consolidated subsidiary under the Subsidiary Context and Column = Total: When you select a consolidated subsidiary on a report, the data…

Hi @brocha, for clarification, may we know what type of Sales report is this? Is this Sales by Item report? Based on my initial understanding, you wanted to remove the monthly presentation of the Current year as shown in report? Can you provide a screenshot of the footer of the report and the Column setup of the Current…

Hi @Vernita were you able to check the comment above? :)

Hi @Araganti Abbaiah, were you able to check the comment above? :)

Hello @User_MO40Z, were you able to check the comment above? Kindly check the Edit Columns and Filters page as well. Thank you!

Hi @Paulina G. for clarification, are you referring to the summary amount on the Advanced PDF? Can you provide screenshots for reference. Kindly cover any confidential information. Thank you!

Hi @User_MO40Z, usually, the "Bank" section should not have the reversed checkbox marked. You can also review the criteria selected for each section to ensure accuracy. Here's how the Bank section looks like on a standard report: Can you also check under the Edit Columns and Filters page if there's anything that's been…

Hi @Vernita, per checking, it appears that when creating tax codes, the system automatically populates the purchase and tax sales account values based on the selection in the Tax Type field. In this case, the Tax Type is set to "GST," which is applicable to both sales and purchase transactions. Consequently, the tax code…

Hi @Vernita per checking, the ability to set a default tax code on expense report is still a system limitation. This feature is currently logged under Enhancement#112667 Transactions > Employees > Enter Expense Reports: Ability to set default tax code. You can go to SuiteIdeas page to vote for the enhancement. Apologies…

Hi @Araganti Abbaiah, have you tried using the Applied To transaction fields… on the Results of the Saved Search? Here's the Criteria and Results I've selected in a Transaction saved search: Hope this helps! :)

Hi @User_MO40Z, can you try checking under the format section of the financial row if reverse sign has been marked? is this what you're pertaining? :)

Hi @User_1ROQ7, were you able to check the comment above? :)

Hi @Miles P, per checking, it is currently a system limitation to show and differentiate if journals were created from Rev Rec, Amortization, etc. Similar concerns were logged under an existing enhancement #199874 Transaction Saved Search >Type is Journal Entry > Ability to use “Source” field under Criteria/Results tab You…

Hi @User_1ROQ7, are you pertaining to the Lock Accounting Period (A/P) task on the period checklist? If yes, you can see the system notes under the Notes tab when you open the task: In here, you'll be able to see who and when the task was completed. Hope this helps! :)

Hi @User_64PY4, per checking, the accounts and subsidiaries displayed on transactions like journal entries are determined by the Subsidiary restrictions assigned to the custom role of the user or employee. If an employee's role is restricted to Subsidiary B, they will only be able to access and choose accounts specifically…

Hi @User_NZY3O, were you able to check the comment above? :)

Hi @Honey Soe, per my initial understanding, you wanted the invoice to have multiple billing schedules to be able to invoice them in various dates, however, per checking, this is still currently a system limitation logged under #88651 Ability to generate Invoices based on a Billing Schedule without having to associate the…

こんにちは、 単一ファイルと複数ファイルのCSVインポートの長所と短所のご質問を承りました。 CSVインポートによるNetSuiteへのデータのアップロードには、1つのファイルによるインポートまたは複数のファイルによるインポートという2つの主なオプションがあります。次に、各アプローチで考慮する利点とデメリットをいくつか示します。 単一ファイル・インポート: 利点: 1. シンプルさ: 1つのファイルを管理する方が簡単で、エラーが発生しやすくなります。複数のファイル間で一貫性を維持することを心配する必要はありません。 2. インポート・プロセスの高速化:…

Hi @User_NZY3O, a possible reason for the difference could be the subsidiary restrictions setup on the role: Using an admin role, can you try to check if both roles have the same setup? Thank you!

Hi @User_9MC03, per checking, creating an Amortization Schedule Saved Search with the balance of Prepaid Expense as of a specified period is currently a system limitation logged under #210333 Saved Search/Report show monthly amortization with columns of running balances/total (amount) for Remaining Deferred Balance…

Hi @User_64PY4, per checking, if a user role has subsidiary restrictions, the user needs to be granted access to the specific subsidiary to view and utilize the IC GL Accounts created for that particular entity or subsidiary. However, if the GL Accounts are set up with the 'root entity plus include children' option marked,…

Hello @Panadick, per my initial understanding you wanted to show in the KPI the number of clients/customers created between two different years. Per SAID 21469 Create a Custom KPI to Compare Current vs Last Month Customer Count, as an alternate solution, two separate saved searches can be created to show the total count of…

Hi @Lyssa! no worries and thank you for sharing an update! I'm glad it created now a reversing journal and solved the issue. You're welcome 😊

Hi @FZuk_OZ, were you able to check the comment above? :)

thank you for sharing your insight, @Able ! Hello @User_RUQ2X , per checking, this is still currently a sytem limitation logged under #478640 Tax Code or Tax Group > Saved Search > Please expose the SYSTEM NOTES FIELDS... under both Criteria and Results tabs You can vote for this enhancement on the SuiteIdeas page. We…

Thanks for sharing your insight, @Kedalene ! 😊 Hi @FZuk_OZ, have you checked the SuiteAnswer article provided by Kedalene above? Instead of the Accounting Period under the Budget/Financial folder, kindly try to follow the steps below: Expand +Financial folder Scroll down then locate and expand +Accounting Period…

Hi @CDuf were you able to check the comment above? :)

Hi @User_64PY4, for your 2nd item, since this is more about approval workflow, we suggest that you post a new question here in our community to ensure it receives the attention it deserves, this will allow us to address it promptly and provide you with the best assistance possible. Please note that it's advisable to focus…

Hi @CDuf per checking, the reason why retained earnings balance in the chart of accounts and balance sheet do not match is because, only those that are directly posted on the Retained Earnings account reflects on the Chart of Accounts balance. This is associated with the manual journal entries made as shown in the Retained…