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How to Set Saved Search Condition for Period On or After Jan 2024?
Hi, I'm trying to create a saved search that filters transactions based on the Posting Period, specifically to show only those on or after January 2024. I want to use the Accounting Period field rather than transaction dates, since some records may have dates outside the actual posting period. However, I’m only seeing…
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NSC | Saved Search to Show Transactions with Different Posting Period and Date
Scenario The user wants to create a Transaction Saved Search which shows Transactions whose Transaction Dates do not fall within the Transaction Posting Period. This tailored search will enable them to quickly access and review any transactions that might require further attention or adjustments. Solution 1.Navigate…
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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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Error in Workflow Approval Process for Bills: Posting Period and Approval Status Issues
We want to edit the bills and restart the approval process. We created a workflow to accommodate this. However, we are facing the following issues: When creating new transactions, we receive the error notification: "The transaction date is not within the date range of the selected posting period. Click Go Back, then do one…
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Difficulty in unlocking an accounting period in NetSuite after reopening the period
Hi everyone, I am attempting to modify Local GAAP adjustments (Secondary GL) for the period Dec 2021. Although I successfully reopened the period, I'm encountering an issue where certain tasks, such as Lock A/P, Local A/R, Local Payroll, Local All, Review Custom GL Plug, and Create Intercompany Adjustments, remain locked.…
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How to edit check and change posting period?
A customer from 7004138 Families Reaching Out Group with a donation sku has an ongoing issue. - I entered the checks with the correct 2023 dates, but incorrectly accepted the Default date of 2020. The accounting period is 1/1/2020 - 12/31/2020. As I stated before I can view each transaction, but cannot edit. I would like…
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Is there an option to make the Posting Period editable on Vendor Bill creation?
Dear, Upon creation of a bill, it looks like my posting is always inline. Is there an option to make the posting period editable on creation? Is there a setting that I am missing? regards, Mathias
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Not seeing prior periods in "Posting Period" drop down menu
I am a newer user and adding prior periods' year end GL account balances for reference. I have added the prior years in the "manage account periods" but can't determine how I can post the account balances to the appropriate period when it doesn't appear in the "Posting Period" drop down of the journal screen. How do I add…
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Period Field on New Transactions Defaults to Oldest Open Posting Period # 21320
When ever we run a balance sheet - the default posting period at the bottom is March 2032 which is a tad annoying I truly did not understand the suiteanswer but it would seem it is an issue with the latest release. Any suggestions?
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Changing Item Fulfillments posting date in bulk
I have report created, however I wanted to change posting date of multiple item fulfillments when they are in Picking status. Accounting sees this as an issue because the items are not being shipped in January and they are still in picking status. They just want to change the posting date to the future month.