Ayitah Tallada-Oracle · NetSuite Support Community Guru · Gold Trophy

Hi @BenP, You may achieve this via creating a Workflow. You may try and follow these steps: Go to Customization > Workflow > Workflows > New. Set Record Type to Transaction and Sub-Type to Expense Report. Choose Trigger Type as Before Record Load and set the Release Status to Released. Add a Workflow State: Click New State…

Hi @User_NLKDA Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information…

Hi @Ruth T , On you Cash 360 Dashboard, have you tried checking on your Preferences tab, if the Account you would like to exclude is included on one of your Cash 360 Account Category? To check your Cash 360 Account Category you may navigate to Financial > Cash 360 > Account Category. Hope this helps. Regards, Ayie

Hi @User_CTLRH , Thank you for creating this thread. 😊 Hello, everyone! We warmly invite you to join the conversation and share your valuable insights with us. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed…

Greetings everyone! We have a fellow member, @Chelsea Jacobs , who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated! -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly…

Hi @Vernita , Have you had the chance to review my previous response? Thank you and kind regards, Ayie

We are delighted to have been able to assist you @Aruna Madabhushi ! Regards, Ayie

Hi @Vernita, Could you please clarify if the issue persists for the owner of the Weekly Time Sheet, whose submission you recently rejected? Thanks you and regards, Ayie

Hi @Sheryl Macatangay-Oracle, I wanted to follow up on our prior correspondence. I'd be interested in hearing your thoughts on our previous discussion. Please let me know your insights on this. Regards, Ayie

Hi @Aruna Madabhushi , I would like to follow up on our previous communication. Have you had a chance to review our last message? I look forward to hearing your thoughts. Regards, Ayie

Hi @Vernita, Have you had the change to review my previous response? Let me know if you need any further assistance on this concern. Regards, Ayie

Hi @Meherin , Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information…

Hi @Aruna Madabhushi , Upon further checking this can be achieved by creating a Saved Search or via SQL. Option 1: Saved Search Create a Transaction Saved Search: Navigate to: Reports > Saved Searches > All Saved Searches > New Choose Transaction as the record type. Criteria: Set filters to include the specific transaction…

Hi @Sheryl Macatangay-Oracle, I have a few articles that might be relevant to what you're looking for. Let me know if they help! Here are the articles: 1016726 | Account Metadata Hierarchy in Planning and Budgeting Sync 106596 | Creating the Hierarchy of Metadata 106743 | Customizing an NSPB Sync Dataset Regards, Ayie…

Hi @Aruna Madabhushi , could you please clarify your previous inquiry? The more specifics you can provide, the better we will be able to assist you. We are here to help and look forward to hearing from you. Thank you!

Hi @Vernita, The 'Rejection Note' column should appear at the line level of the 'Weekly Time Sheet'. Hope this helps. Regards, Ayie ============================================================= If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes”…

Hi @User_KHKYI , Thank you for updating this thread! Hello, everyone! We warmly invite you to join the conversation and share your valuable insights with us.

Greetings, everyone! We have a fellow member, @User_M4JOC, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated! -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched…

Hi @User_J023Z Thank you for creating this thread. 😊 Hello, everyone! We warmly invite you to join the conversation and share your valuable insights with us. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed…

Your welcome @Mel H! While we await the insights of our other team members, should you have any further comments or experiences to share regarding the transfer of data to the new subsidiary, please do update this thread; we'd love to hear your perspective.

Hi @User_S7HR2 , You can still manually enter an AMEX Business Account when creating an Expense Report, as any credit card is acceptable. We don't have any knowledge of any third party that does this automatically, but you could contact your Account Manager (AMO) or the AMEX team for further information. Hope this helps.…

HI @User_S7HR2 , I wanted to check whether you've had a chance to review my previous response? Feel free to update this thread should you have any further clarification on this. Regards, Ayie ============================================================= If you find this reply to your question as helpful, others with the…

Hi @emcee_uk , I wanted to check whether you've had a chance to review my previous response? Feel free to update this thread should you have any further clarification on this. Regards, Ayie ============================================================= If you find this reply to your question as helpful, others with the same…

Hi @Mel H , I know this may not be the exact recommendations you requested, but I wanted to share some useful documentation that could assist you with transferring your opening balance to your new Subsidiary. Some helpful documentation includes: 85447 | CSV Import > Opening Balance 82252 | Opening Balance Account Set to…

HI @User_S7HR2 , To set proper expectation, American Express (AMEX) Integration SuiteApp used for Expense Reporting is only limited to 'Corporate Accounts' (SuiteAnswer 95160). Looking further, the ability to support 'Business Accounts' is currently logged as an enhancement on Enhancement # 666202: AMEX Corporate Card…

Hi @User_8V0KU Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information…

Hi @emcee_uk , As a standard behavior, transactions involving multiple subsidiaries—not limited to just allocations—must be processed via Intercompany. (SuiteAnswer 36434). Hope this helps. Regards, Ayie

Hi @William_CAD Thank you for creating this thread. 😊 Hello, everyone! We warmly invite you to join the conversation and share your valuable insights with us. -- In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed…

Hi @Araganti Abbaiah glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! In the…

Greetings, everyone! We have a fellow member, @Antoine F, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated! In the meantime, you might be interested in participating in our Weekly Quiz. You only have until Sept. 19,…