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  • Hi, Good day! From your sandbox environment, you may create a bundle that contains your configurations. Then using your production environment, search for the bundle that you have created then install accordingly. Here are the steps to follow to create the custom bundle. * Navigate to Customization > SuiteBundler > Create…
    in Bundle - NetSuite Comment by Chad1981 Jun 13, 2020 7:36AM
  • Hi, Good day! There is no standard report for Expense Report transactions. You can create a saved search to address your reporting requirement. 1. Navigate to List > Accounting > Saved Search > New 2. Select Transaction 3. Under Criteria tab, add Type and set to Expense Reports 4. Under Results tab, select the fields to…
    in Expense Reports Comment by Chad1981 Jun 13, 2020 7:29AM
  • Hi, Good day! Trial Balance report is a standard report that is designed to show the balance of the GL accounts at a specified date/period that the user have selected. If you wish to view the initial balance of the GL accounts, you have these options below. 1. Set the As of (date) to the date that the initial data…
    in Trial balance report Comment by Chad1981 Jun 13, 2020 7:25AM
  • Hi Michel, Good day! I hope you are well. To make a payment to a customer's invoice in different currency, kindly follow the steps below. 1. Navigate to Lists > Relationships > Customers 2. Click Edit on the customer record and go to the Currencies subtab under Financial tab. 3. Ensure that the currency you intend to use…
    in Pay a customer's invoice in a different currency Comment by Chad1981 May 16, 2020 5:37AM