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Pre-Post acquisition reporting, accounting periods, date filters

edited Jun 2, 2025 2:24PM in Accounting / ERP 6 comments

I see the following topics:

Mid Month Accounting Close

3954539 Member Posts: 80

Oct 17, 2016 12:03PM edited Oct 18, 2016 8:17AM

I'm curious to see if anyone has tried to create a period mid month to close for acquisition purposes. We are constantly buying companies and of course the deal never closes on the last day of the month and it is a huge pain creating balance sheets and income statements in excel and I wanted to see how I could use Netsuite to reduce the pain. Thanks in advance!

Answers

  • Olivier Gagnon NC Member Posts: 4,524 Green Ribbon
  • Oct 18, 2016 8:17AM
  • Well your period will already exist. So you'll need to edit your existing period and reduce the date range (say 1st to 22nd), then create a second period for the remaining (23rd to 31st). That will allow you to close them seperately and report on only up to the 22nd, or up to the 31st depending on which As Of period you pick.

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