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Sneak Peek | Bulk Importing Units Type Records via CSV in NetSuite 2026.2
From the 2026.2 release preview notes—not live yet. When? Expected ~September 2026 (phased rollout—check your New Release portlet for your account's date). What's changing: Right now, unit types and their units have to be created one at a time. In 2026.2, you'll be able to bulk-import them via CSV, including all units for…
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Error When Running Balancing by Segments Process
When running Balancing by Segments Process, customer is encountering an error: Status: Failed. To resolve the error, re-toggle the feature and run the Balance Transactions by Segments process again: Navigate to Setup > Company > Enable Features > Accounting Tab In the Accounting Tab > Advanced Features: Disable the…
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New to NetSuite | Difference Between Authorize Return on Sales Order and Invoice
Authorize Return button appears on both Sales Orders and Invoices. Here's the difference between the behavior of the two that can help you know which aligns to your business process more. When you use the Authorize Return on Sales Order , it will only return items that you have already fulfilled. When you use the Authorize…
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Change default option in Customer Payments from Undeposited funds to Account
Scenario: By standard in NetSuite, the undeposited funds option is selected on the customer payments creation page. Since the default is undeposited funds, the transactions are being saved in Undeposited status, and the user might forget to choose the bank account since no notification is in place at the time of saving the…
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New to NetSuite | Create a Report that shows Unapproved Bills and Next Approver
Here are the steps to accomplish this by creating a Saved Search: Navigate to Transactions > Management > Saved Searches > New Select Transaction as the Search Type These would be the settings of the search.Criteria tab > Standard subtab: Type is Bill Main Line is true Status is Bill:Pending Approval Results tab…
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NSC | In-Transit Payments
Using this feature will allow you to recognize payments and deposits at the time they occur. It means, that initial payment is not posted to the bank account directly but to an interim account “Cash in Transit”. Payments can be cleared in your ledger at the same time they are confirmed, simplifying reconciliation. After…
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Community Tip: Updating Your Profile
Let the community know you more! ? To set your profile picture, 1. Click on the profile icon located at the upper right corner of the page 2. Click on 'Edit Profile' 3. Under My Stuff, click on 'Change My Picture' 4. Click on 'Upload New Picture' To edit your profile, 1. Click on the profile icon located at the upper right…
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NSC | Payment Link on Invoice
This feature allows your customers to easily pay an invoice online, using a computer or mobile device. Instead of having to contact you and discuss payment, your customers can receive an email of the invoice with a link to the payment page. They can choose which method they want to use to pay, including credit cards and…
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How to view my discussions?
Hi Gurus, I updated the email in my profile, but when I logged in to the page https://community.oracle.com, I couldn't see the link to access https://community.oracle.com/netsuite/ and my account shows no discussions (actually, my account has 31 discussions) Could you tell me what is the problem? Best Regard
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NetSuite Admin Tips: Create a Saved Search for Project Tasks with Time Related Columns
In project management, users check the actual time, planned time and the approved time entries logged against a project task for reporting and reconciliation: Instead of users checking the projects and project tasks one by one, they can instead create a saved search to view all project tasks with these columns. Here’s how:…