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View Memo from Match bank data page in a saved search/report or analytics page?
Hi, I wanted to check if it was possible to pull the match bank data memo into a saved search or other report. I have created a transaction saved search filtered on the bank account and pulled in memo i assume this is coming from the transaction memo field. I wonder if this would be the same memo visible in the match bank…
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New to NetSuite | Unable to click Submit button in Match Bank Data page
The article "NetSuite Admin Tip | Bank Reconciliation using Match Bank Data and Reconcile Account Statement" explores the new bank reconciliation feature in NetSuite, detailing its functionality and the prerequisites for utilizing it. This includes processes such as adding and eliminating transactions on the Match Bank…
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ReferenceError: "value" is not defined. (INVOCATION_WRAPPER#3)
Does anyone have any tips to troubleshoot the following error message: ReferenceError: "value" is not defined. (INVOCATION_WRAPPER#3). The error message occurs when using the 'Add Charge' functionality in the Match Bank Data section. The user has completed all the relevant information, the error message does not occur in…
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New to NetSuite | Initial Bank Reconciliation after transitioning to NetSuite
When you're switching from your previous ERP system to NetSuite, it’s important to know that certain information, like past reconciliations, can't be carried over. This might sound a bit tricky, but don’t worry! Starting fresh with NetSuite is an opportunity to streamline your processes. To help make the transition as…
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Matching Multiple Accounts on Match Bank Data Page?
Our company recently switched to self-funded health care, and, thus, within our primary bank we set up a sub-account for holding those funds. On the NetSuite side of things, our accountant set up the accounts like below: He is now wondering whether it's possible, when matching bank data on the Match Bank Data page, for…
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Match Bank Data : Custom records
Hi, Is there a way to use the Custom Records in the Match Bank Data page for reconciliation? We just want to reconcile the custom object with the Bank statement. If there are any other solutions that will help us. Thanks.
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How to correct Bank Reconciliation completed with differences?
Hello - One of our team members has been completing the bank reconciliation with differences. They say that the next month the transaction appeared and they matched it but the differences are still hanging out there. How can I correct this? We tried in sandbox to enter the new bank statement amount as the 810.32 but that…
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What is the process of intelligent matching in Expense Reports with multiple lines?
Question if an employee submits a corporate credit card expense report that is ten lines long, it will only reflect ONE amount in the corporate credit card GL but the bank matching process will have those TEN Lines. Is the bank matching smart enough to match these transactions? Thanks Lisa
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Does celigo integration create invoices automatically based on committed/fulfilled orders?
Hi Team, I have a scenario wherein the webstore (Shopify) is integrated to NetSuite using Celigo Shopify and NetSuite Integration. How the process works is that: A customer orders a transactions in the webstore then; Celigo automatically posts a sales order in NetSuite Then fulfillment happens also in NetSuite Payment is…
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How to create a SuiteScript to match the transactions/ date field in Customer Payment?
Hey all, Because in our NetSuite we have discrepancy in the dates of the transactions from the bank with their respective Customer Payments, I am trying to automate a task, namely: Create a script that is listening on page Match Bank Data (where the matching of Transaction and Cust Payment happens) and once a Transaction…