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Formula for excluding non-summary inactive COA
We usually use datasets instead of saved searches for COA export as several fields like ‘Eliminate Intercompany transactions’ and ‘Reconcile bank statements’ options are not available in Saved Searches. While preparing the dataset, we cannot directly put the criteria as exclude inactive as the inactive accounts include…
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NetSuite Next | Accessing Account Register
In NetSuite Next, the Account Register provides users with a focused view of transaction activity for a specific account. It is especially useful for reviewing account movements over a selected date range and confirming the ending balance. By using the Account Register, finance and accounting users can quickly trace how…
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New to NetSuite | How to Setup Accounts in OneWorld
In NetSuite OneWorld, an account can be linked to one or more specific subsidiaries, limiting its use to only those subsidiaries. However, bank accounts and credit card accounts are restricted to a single subsidiary, so when creating them, you can select only one subsidiary. Use the following steps to set up accounts in…
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Trouble Merging G/L Accounts without Account Number
Hi Gurus, I am trying to merge some accounts that were incorrectly created when bringing a new subsidiary online in our NetSuite instance. I have 17 accounts that were created without an account number that I am trying to merge into other existing accounts that have account numbers and transactions. I have not been able to…
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NetSuite Admin Tip | Chart of Accounts > Guide in Merging Accounts
1. Accounts should both be Active Scenario: Merge 001 ABC Bank - Checking (Active) to 002 ABC Bank - Savings (Inactive). As you can see, on the Merge Accounts page, the inactive account is not on the Merge Into dropdown list. If you view the Account Record for the inactive account record, you also will not be able to see…