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NSC | Creating a Transaction Saved Search Cumulative Balance from Beginning to a Specified Period
Scenario:
A Transaction Saved Search displaying the cumulative balance from the start to a specific period in NetSuite can provide valuable historical context that can be helpful in matching amounts in a balance sheet.
Solution:
1.) Navigate to Lists > Search > Saved Searches > New
2.) Select Transaction
3.) Under Criteria tab:
Select a Subsidiary (if you are using OneWorld)
Posting = True
Account = You can select a specific account or you can even use Account Type
4.) Under Results tab, you can add:
Account Name | Summary Type: Group
Formula (Numeric) | Summary Type: Sum | Formula: CASE WHEN {accountingperiod.startdate} BETWEEN TO_DATE('1/1/2016', 'MM/DD/YYYY') AND TO_DATE('
1