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NSC | How to add Department, Class, or Location as a filter on the Invoice Billable Customers page
Scenario The finance team requires enhanced filtering capabilities on the Invoice Billable Customer page to streamline billing processes. Currently, users are unable to filter invoice billable records by Department, making it difficult to isolate transactions related to specific Departments. Solution The fields under…
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Sort billable items and expenses by posting period ?
Hello. When selecting billable items and expenses to bill it shows the "transaction date". Ex 10/25/2024. Is there a way to add a column next to it so that it can display the "posting period" for these expenses ? Ex. Oct 2024. I want the option to sort it that way as well. Thank you.
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Can the "constituent" under Invoice pull billable expenses based off the grant segment ?
When invoicing the "constituent" is required. For our organization it represents our funders. Once that Is selected you can see all the billable expenses associated to it. However, there are cases where some expenses are missing. This is because the "constituent" wasn't filled on the line level. My question is if the line…
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Track "billable items"
Is there a way to track "billable items" in revenue similar to billable expenses? When I open the item list and click on accounting I can only attach the item to an expense account but not what account to credit when I make an invoice to bill.
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Billable expenses not appearing when invoicing
I have some billable expenses that appear when invoicing and some not, and I couldn't tell why. The expense reports look similar, customers/projects are filled, billable is checked, report are approved on both Expense Report 755 for PRJ-300041 and Expense Report 466 for PRJ-300057, but only billable expenses are only…
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Filter Invoice Billable Items and Expenses Tabs
Hello. I'd appreciate some workaround for the following issues. We have the Consolidate Projects on Sales Transactions enabled and our Sales order have multiple Projects. How do I exclude Vendor Bills that are paid in full from Billable Items tab when invoicing a Sales Order? The list is showing all Vendor Bills in the…
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How to add Varying Expense Markup?
Hello We have some expense types that we mark up by X% and others that we markup by Y% but I can't find a way to do this within NetSuite other then doing the math outside of the system and manually updating the bill amount. Looking for a way to apply a markup line by line rather then one across all lines? Thank you, Nickey
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Defining Item Options in the Service Item on a Project Task Assignment
So this question probes "several layers deep" on a Project and Item record. THE CONTEXT: I have a Service Item for Sale with an active Item Option. When generating a stand-alone Invoice I can define that Option on the Item rows of the Invoice. However, I primarily use this Item as the Service Item when assigning resources…
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Mass Change to Billable checkbox on line items on POs, Vendor Bills, and Vendor Credits
We recently realized that for a few years, unbeknownst to anyone in the company, the Items Billable by Default setting was set to on (checked) (Setup -> Accounting -> Preferences -> Accounting Preferences -> Time & Expenses Subtab -> Expenses Group). This was never intentional, and the result is over 240,000 line items on…
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Is there a way to "click" the apply button on Billable Expenses on an invoice from API/SOAP?
Hi all, I'd like to programmatically "click" the apply button on a billable expense that has already been "linked" to an invoice via the customer/job. In the web interface, the billable expense appears in the list and has the apply checkbox. I'd like to apply the expense to the invoice via the API or SOAP interface. Is…