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Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Comments
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You should also be able to do this via a journal entry. May be a good idea to memorize this transaction if you do it frequently.
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As a precautionary measure, it may be a good idea to always print off a reconciliation report after the monthly reconciliation has been completed. That way if there's a problem later on, it may be easier to rectify in NetSuite. Thanks for your suggestion. The History detail is not at all what I expected. Even though we…
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We are trying to reconcile our accounts in 2005, and we are currently doing August 2005. However, the "Last Reconciled Balance" is not the same as the "Ending Statement Balance" for July 2005. Any idea as to why? The numbers jived for every month previously... just not now. Any help? Maybe you should review/redo the July…
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Rob, it's pretty straight forward. Just copy and paste the script wherever you would like it to appear. Btw - the other items from About.com are just RSS feeds. looks like it could work, is there any online help/tutorials that show how to create a widget like this for netsuite?
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Why not just create a widget? See an example on my NetSuite website I was goign to run it through feedburner btu trying to validate it returns the following errors: http://feedvalidator.org/check.cgi?url=http%3a%2f%2fcontent.netsuite.com%2fapp%2fsite%2fhosting%2frss.nl%3fc%3d472052%26feed%3dnews
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Lisa, This UG is a great place to find answers to workarounds and help with basic questions or specific business situations, etc, especially with new releases of NetSuite. I know, at times, it would be great to have a "go-to resource" with questions related to specific verticals, etc. I think that one of the underutilized…
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Great innovation, NetSuite. Haven't tried the IPhone myself, but based on what others here are saying, this sounds pretty exciting - esp. for mobile users. P.S. - The timing may be right on, especially with the pending IPO in progress.:)
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Great review, Ray. Makes me want to rush out and buy an iPhone too to use NetSuite. If I do, maybe I'll have to change my title/signature to the Mobile BeanCounter. :) P.S - But before I do that, need to ensure I can use the iPhone in Canada, though. A review we just did with screen times. A lot depends on how strong your…
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Ray, in version 2007, the "Use State Sales Tax Tables" feature enables you to update existing tax tables. As admin you got to setup/use sales tax tables and setup for NY. This imports the current sales tax tables (as of when they were created in NS should I say). I dont think they are maintained for current changes though.…
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It sounds to me that your transactions were set to a prior Posting Period (viz. sometime in 2006). You will need to review the transactions to ensure that the posting period is in fact dated as 2007. I didn't realize until just now that my accounting periods for 2007 had not been set up. I set them up. Now when I try to…
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Steve, Netsuite should automatically create the zip codes when you import the sales tax tables. You may need to check your tax preferences, etc to see if that is set up correctly. Also your tax reports should give you the breakdown for state and county/city tax. I just did the import for NY. This process created a tax item…
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Andrew, Try this: Transaction search, transaction type = Payment, account type = A/R, billing : status = open. You can add "Amount paid" or "Amount Remaining" (along with amount) to the search results. Earl Rudolfo www.tcbsmallbusiness.com I need some help, my auditors are asking be for the back up for my Customer Deposits…
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Just wondering, as a workaround can you not create a journal entry and memorize that? Earl Rudolfo www.tcbsmallbusiness.com Is there a reason why we can not memorise transfers? [Tansactions > Bank > Transfer Funds] We do weekly transfers of the same amount between bank accounts and it would be good to set these up to occur…
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When creating a quote/and or sales order for a customer, is there a way ( preferably a pop up of some sort) to show if a specific item (namely - the item now being ordered) was previously sold to that customer and at what price? Any NetSuite gurus here who can help with client-side suitescript for this?
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Billing the Sales Order then removing the unwanted standalone invoice is the best method I know of. There is no way to assign an existing standalone invoice to an existing sales order. An example reason of why this can't be done is when Advanced Shipping is on a standalone invoice has inventory impact where a linked…
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Evan, Appreciate your response. Very interesting solution. Guess, now all I have to do is figure out the client-side suitescript. Once I do that, I could definitely put the power of search to other uses.
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We've identified the "imbalance" up to the penny and the expense account where the imbalance is coming from(commissions). I've checked our Balance Sheet template also and found it in order. I know this is NOT A GOOD PRACTICE but is there any way(Admin Role) of doing a ONE SIDED JOURNAL ENTRY in order for us to correct this…
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Hi, I have two departments in my company and i would like to run two accounts receivable accounts. We have different items for each department so i want to be able to tell the item which accounts reveivable account to use but i can't find how to do it. I have tried setting the a/r accounts to be restricted to each…
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So I take it that at this time NetSuite is not really a good fit for franchises where consolidations are required?
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Mike, Could you not advise the customer at the time the transaction is initiated ( via autoresponder, etc) or post policy on website as to how the online payment system works? This may be a simplified way to avoid the confusion created for the customer.
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I agree with Ray. You will need to enter an account- call it "Uncategorized Expense" or something similar. That way you can refer back to this specific account to reallocate/edit your entries.
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Hi JMU, Not sure if this is what you need. But here it is anyway. Hope this helps. DSO is calculated as: (Accounts Receivable/Total Credit) x Number of Days or Accounts Receivable/(Total Credit Sales/No. of Days) DSO is s measure of the average number of days that a company takes to collect revenue after a sale has been…
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Thanks JMU, Here's a list of Financial Ratios as well as brief explanations that NetSuite members may find useful. Also some terrific Financial Calculators.
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Thank you NetSuite. It's about time. I had posted a request for Financial Ratios way back in June 2006. Anyway, here's my question now. Does anyone know exactly what ratios will be included in version 2007? Will it be: * Liquidity ratios * Asset turnover ratios * Financial leverage ratios * Profitability ratios * Dividend…
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Wondering if anyone here is creating (or experimenting) with new financial ratios in Netsuite. Would like to collaborate with others to develop a comprehensive list of financial ratios. May also be industry specific. See list
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Ray, I thought about using excel but was hopeful that it was possible in NetSuite. Would an Excel Web Query work here?
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One way to avoid posting in a prior period is to ensure that prior periods are closed. However Netsuite still allows you to use a entry/transacton date of a prior period. Would suggest that there should be a message prompt to alert the user to the fact when attempting to enter a prior period date but posting is in the…
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Good one Brian - very important issue for NetSuite clients. This could definitely cause some confusion on financial reporting.
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Thanks Patrice. Your response was timely. After I posted this message, I took a further look and came across the tax schedules. Lo and behold, this was the missing link. P.S. - As a note, I think that the PST/QST tax rate that has been setup by NetSuite for the province of Quebec should be 7.5 % not 6.5%. I did however…
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Just came across the post about subsidiary management and consolidation and read some of the related documentation. Discovered that although Netsuite allows you to create multiple nexuses for the United States or Canada in one Netsuite a/c (Cdn or Us version), it does not allow to to calculate the taxes correctly for both…