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Our service partner for bank feeds integration in U.S. and Canada will undergo four (4) hours of planned maintenance on December 7 - 8, 2024.
Please be advised that our authorized Account Integration Service Provider for the NetSuite Bank Feeds SuiteApp will undergo approximately four hours planned outage. Standard maintenance will take place to perform a database upgrade.
The schedule of the planned outage is on Saturday, 7 December 2024, from 10:00 p.m. Pacific Time to 2:00 a.m. Pacific Time, Sunday, 8 December 2024.
During the maintenance window, all connections and import requests to your financial institutions in the United States and Canada through the Bank Feeds SuiteApp will be unavailable. If you try to connect a new U.S. or Canada financial institution to NetSuite or manually initiate an import request, you will receive an error message.
To view the most recent bank feeds maintenance schedule, see Bank Feeds SuiteApp Maintenance Schedule, SuiteAnswers ID 94347.
Please be advised that our authorized Account Integration Service Provider for the NetSuite Bank Feeds SuiteApp will undergo approximately four hours planned outage. Standard maintenance will take place to perform a database upgrade.
The schedule of the planned outage is on Saturday, 7 December 2024, from 10:00 p.m. Pacific Time to 2:00 a.m. Pacific Time, Sunday, 8 December 2024.
During the maintenance window, all connections and import requests to your financial institutions in the United States and Canada through the Bank Feeds SuiteApp will be unavailable. If you try to connect a new U.S. or Canada financial institution to NetSuite or manually initiate an import request, you will receive an error message.
To view the most recent bank feeds maintenance schedule, see Bank Feeds SuiteApp Maintenance Schedule, SuiteAnswers ID 94347.
NSC | How to customize Billing and Revenue Summary to show Source Type filter?
Billing and Revenue summary displays Revenue amounts, their Source Documents, Source Types etc. This includes deferral data for sales transactions and project. In some cases, users might want to filter the report to a specific transaction type, here's how to achieve this:
1.) Navigate to Reports > Financial > Billing and Revenue Summary
2.) Click Customize
3.) Go to Filters section
4.) Go to Add Fields: Bookings > select Source Record Type, then select the type
5.) Click Show in Filter Region
6.) Save and run the custom report
Results:
Users will now be able to filter the report depending on the Transaction Source Type.
Were you able to test this one? I hope this helps! 🙂
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