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New to NetSuite | Tracking Matching and Reconciliation Activity in NetSuite 2026.2
NetSuite 2026.2 introduces enhanced audit tracking for bank matching and reconciliation activity. Finance teams can now more easily identify when important reconciliation lifecycle events occurred and who performed them. With the 2026.2 enhancement, system notes track key matching and reconciliation events on related…
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New to NetSuite | Reviewing Suggested Transaction Matches for Bank Reconciliation
Bank reconciliation involves comparing imported bank data with transactions recorded in NetSuite to identify corresponding transactions and resolve differences. When there are many transactions to review, determining the appropriate match or reconciliation action can take time. With Match Suggestions, NetSuite brings…
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New to NetSuite | New FAM Diagnostics for Depreciation History Records in NetSuite 2026.2
With NetSuite 2026.2, Fixed Assets Management (FAM) introduces new diagnostic capabilities designed to help identify depreciation history records (DHRs) that may affect depreciation processing. The FAM Diagnostics portlet now includes two new diagnostic processes: Check Duplicate DHRs Check Stale DHRs These…
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New to NetSuite | Match Bank Data Enhancements in 2026.2
NetSuite 2026.2 introduces several usability improvements to the Match Bank Data page. These changes are designed to make bank matching and reconciliation easier to navigate, especially when working with long transaction lists. The enhancements include clearer tab names, easier access to common actions, and new filter…
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New to NetSuite | Customizing and Sharing Nonprofit (NFP) Financial Reports
In Part 1 of this series, you learned how to locate and run the standard nonprofit (NFP) financial reports available in NetSuite. Once you are comfortable generating these reports, the next step is customizing them to meet your organization's reporting needs. This article explains how to modify report filters, save…
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New to NetSuite | Submitting, Approving, and Managing Timesheets
After you have entered your work hours, the next step is managing your timesheet through its approval process. Depending on your company's NetSuite configuration, timesheets may require approval before they can be used for payroll, project costing, customer billing, or reporting. In this article, you will learn how…
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New to NetSuite | Reconcile Account Statement Enhancements in 2026.2
NetSuite 2026.2 introduces user interface enhancements to the bank matching and reconciliation workflow. The updates provide users with more transaction information, improved filtering, clearer reconciliation guidance, and a more streamlined review experience. More Details on the Review Tab On the Reconcile Account…
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New to NetSuite | Getting Started with Time Tracking and Timesheets
If you're new to NetSuite, one of the first tasks you may perform is entering your work hours using Timesheets. Recording time accurately helps your organization track project effort, employee utilization, payroll, customer billing, and overall business performance. In this article, you'll learn what timesheets are,…
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New to NetSuite | Getting Started with Nonprofit (NFP) Financial Reports
If you're new to NetSuite for Nonprofit (NFP), understanding the available financial reports is one of the best ways to become familiar with your organization's financial health. NetSuite provides nonprofit-specific financial statements that help organizations meet reporting requirements while giving leadership and…
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New to NetSuite | Enabling Lock Timesheet Period Preference
In NetSuite, the Lock Timesheet Period Preference helps organizations strengthen time-tracking controls by preventing users from creating or editing timesheets for closed or restricted periods. Enabling this preference ensures that timesheet entries remain aligned with payroll, project accounting, and approval timelines,…
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New to NetSuite | Unable to Approve Expense Reports Due to Missing Employee Email Address
Users may encounter an unexpected error when attempting to approve Expense Reports in NetSuite. This article explains a scenario where the approval process fails because required employee email addresses are missing, preventing a workflow from completing successfully. Scenario A user attempted to approve an Expense Report…
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New to NetSuite | Best Practice for Partial Disposal of a Fixed Asset (FAM)
In NetSuite Fixed Asset Management (FAM), the recommended best practice for partially disposing of an asset is to split the asset first, then dispose of the newly created split asset. This approach helps ensure the disposal is recorded cleanly and depreciation history remains accurate for the remaining portion of the…
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New to NetSuite | Account for Corporate Card Expenses Field Not Visible on ER for Employee Center
Users assigned to Employee Center roles may encounter an issue where the Account for Corporate Card Expenses field is not visible when creating or editing Expense Reports. Even when the Restrict Time and Expenses preference is disabled, the field may still remain unavailable. This article explains the cause of the…
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New to NetSuite | Restricting Employees to View Only Their Own Expense Reports
When setting up roles and permissions in NetSuite, it is important to control what records employees can access. One common requirement is limiting employees so they can only view their own Expense Reports (ERs) instead of seeing all employee expense submissions. NetSuite provides role-based restrictions that allow…
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New to NetSuite | SuiteApprovals Enhancements in NetSuite 2026.1
NetSuite 2026.1 introduces several enhancements to SuiteApprovals, with a focus on streamlining and strengthening the Journal Entry approval process. These updates are designed to improve control, visibility, and speed across approval workflows. NetSuite 2026.1 improves SuiteApprovals handling for Journal Entries,…
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New to NetSuite |Expense Report still posted on inactive Expense Account and Expense Category
People new to NetSuite often assume that marking a General Ledger (GL) account Inactive will immediately stop all activity from ever appearing on that account. In practice, NetSuite generally does prevent new transactions from posting to inactive accounts—but what users see in reporting can be affected by timing,…
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New to NetSuite | Are Expense Reports Part of A/P or G/L?
People new to NetSuite often try to categorize transactions strictly by module—assuming, for example, that Expense Reports are “employee tools” and therefore separate from Accounts Payable (A/P) or the General Ledger (G/L). This becomes especially important during month-end close when A/P periods may be locked.…
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New to NetSuite | Expense Report in A/P Locked Period: Custom Role Has No Edit Button
New NetSuite users often assume that if a transaction is editable (and they have “Edit” permissions), they should always see an Edit button. In reality, NetSuite’s accounting period controls can override normal role permissions—especially when a period is locked for a specific module. This article explains a common…
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New to NetSuite | NetSuite 2026.1: Update Posting Period on Journal Entries While Pending Approval
Starting in NetSuite 2026.1, users can change the Posting Period on Journal Entries that are in Pending Approval status. This applies to standard Journal Entries, Intercompany Journal Entries, and related journal transaction types. NetSuite now allows posting period changes before a journal is approved, which helps users…
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New to NetSuite | Can a Non-Expense Account be tagged in an Expense Report?
When someone is new to NetSuite expense management—especially when expenses are imported from a corporate card feed like AMEX—it’s common to expect that any GL account can be selected or “tagged” on an Expense Report line. In practice, NetSuite enforces accounting controls on Expense Reports to ensure expenses are…
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New to NetSuite | Update Imported Data for Connected Accounts On Demand
NetSuite now supports importing the most recent transaction data from Account Information Service Providers (AISPs) on demand. This helps teams keep bank reconciliation and corporate card expense activity current, especially when timing matters. What’s New If supported by your plug-in, users can refresh imported…
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New to NetSuite | Can a Supervisor Approve Timesheets Using the Employee Center Role?
In NetSuite, timesheet approvals are typically routed to an employee’s assigned supervisor. New users often ask whether a supervisor can complete approvals while logged in with the Employee Center role, since the approval options aren’t always obvious in the navigation. This article confirms what to expect and where to…
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New to NetSuite | Unable to Uncheck the Billable Box in the Expense Report Due to Approval Workflow
Scenario: While approving an Expense Report, the approver encounters the error: “This expense line cannot be billable.” In this case, the Expense Report could not be approved because the Billable checkbox was checked on one or more expense lines (non-billable). The solution would be unchecking the Billable box, but the…
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New to NetSuite | Understanding Billable Checkbox in the Expense Report
In NetSuite Expense Reports, the Billable checkbox identifies whether a specific expense line should be treated as a customer- or project-chargeable cost. This means it is eligible to be billed back to a customer (or reimbursed via customer invoicing) rather than absorbed as an internal expense. This is most often used in…
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New to NetSuite | Control the Start Date for Transaction Imports (NetSuite 2026.1)
NetSuite 2026.1 introduces a more precise way to control how far back NetSuite imports bank transactions when you set up account linking. During the linking process between a bank account and its related general ledger accounts, you can now specify an exact start date for transaction imports instead of relying only on the…
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New to NetSuite | Custom Scheduling for Automatic Bank Transaction Imports (2026.1)
Starting in NetSuite 2026.1, you can tailor when automated bank transaction imports run so they better match your organization’s workflow and the times your bank makes transaction data available. This enhancement is especially useful for teams that rely on automated imports as part of their bank reconciliation process and…
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New to NetSuite | Set Default Account for Corporate Card Expenses via Employee Record
Aside from setting a default credit card account through Accounting Preferences (in a single-instance account) or Subsidiary Preferences (in a OneWorld account), NetSuite users can also assign a default credit card account directly on the employee record. Configuring the default at the employee level helps ensure corporate…
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New to NetSuite | Set Default Account For Corporate Card Expenses for Expense Report in NetSuite One
If you’re new to NetSuite OneWorld, setting a default account for corporate card expenses is an important first step in keeping expense report postings consistent and accurate across subsidiaries. Because OneWorld environments introduce subsidiary-specific accounting, establishing the right default account helps ensure…
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New to NetSuite | Setting Default Account For Corporate Card Expenses in Non-OneWorld Account
Managing corporate card expenses efficiently is key to maintaining accurate financial records in NetSuite. In a Non-OneWorld account, configuring a default account for corporate card expenses promotes consistent posting, minimizes manual selection errors, and streamlines the expense reporting process. With the default…
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New to NetSuite | Understanding Corporate Card Expenses in Expense Report
Corporate card expenses in NetSuite are purchases employees make using a company-issued credit card that must be recorded, coded, supported with receipts, and approved so they post correctly to the general ledger and can be reported by cost center, project, or customer. NetSuite organizations typically capture corporate…