NetSuite Admin Tips: Multi-book Accounting Transaction Saved Search: Add Name and Currencies

Multi-Book Accounting Transaction search type is essential when looking through transactions for a specific secondary accounting book/s. When navigating through the results of this search, users need to add the Name (Customers/Vendors), transaction currency and other fields to better analyze the data. Here’s how you can do it:

1.) Navigate to Lists > Saved Searches > New

2.) Select Multi-Book Accounting Transaction

3.) Go to Criteria tab

4.) Select fields necessary such as:

Subsidiary

Accounting Book

5.) For the Results tab add

Subsidiary

Accounting Book

Document Number - (Transaction Fields… > Name)

Account

Name – This is for Vendor/Customer/Entity Name (Transaction Fields… > Name)

Base Currency –