Budget record without account number

Question

When importing a budget, the system requires the full account name. However, after the import, only the account name is displayed—without the account number.

If we update the budget manually (on screen), the account number appears, but once saved, it disappears again. Could you advise how to configure the system so that both the account number and account name are displayed?

Tigran Shahnazaryan · Accepted Answer

Hey @Karen See,

What you are experiencing is by design. I agree that it is somewhat confusing, and it would have been great to have an option to show both the Account Number and the Name.

Currently, there is no native configuration option to enable it.

Aly Magpantay-Oracle · Accepted Answer

hi @Karen See, using account numbers for budget import is not yet available in NetSuite. This is currently filed as Enhancement 146191 CSV Import of a Budget > to be able to Import a Budget using the Account Number as the required field and not the Account Name.

To support this Enhancement, you can cast your vote on the SuiteIdeas page by following the instructions provided in SuiteAnswers Article: 10054: Voting for Enhancements. We apologize for any inconvenience this limitation may be causing you, and we appreciate your interest in improving our website's functionality.

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