Jessie P Green Ribbon

Hi Vajrala. The "Show in Dashboard" is checked off.

Hi Micah. The credentials are fine. I did find this article . I was just wondering if anyone has ever installed a PGP.

Hi @Wee Ming, Saved reports is not a custom record on our account. It's just the standard saved reports designation in native Netsuite. I built a saved search so it's easier to search for saved reports. I called it All Saved Reports. Here is the criteria. Here's the results: Here are the filers: The owner field is just the…

Hi Micah. Thank you for sending that list and according to that list, that's the website I should be logging into. Israel Discount Bank (Business) Bank UNITED STATES https://www.idbny.com/ https://idbny.olbanking.com/onlineMessenger?1596572958250 However, when I attempt to make the connection in NetSuite. I click on this…

Hi Micah. No, I wasn't able to figure it out. I am trying to get the bank feeds to come in so we can start using Match Bank Data for reconciliations. The bank is called IDB Bank (Israel Discount Bank). I wasn't sure if installing the SFTP would help with this. The Bank specifically requested a PGP key and I was wondering…

Hi Niks, See screenshot below.

Unfortunately, the transactions do not net to zero.

Hi Tigran, A follow-up question. I may have missed a step. I brought the open invoices over and then I entered the correcting journal entry. The journal entries are showing up on the aging. Thank you

Hi Angela. I have some follow-up questions on your recommendation on clearing the old transactions. My situation is we went live on 5/1/2024. The current bank reconciliations are being completed in QuickBooks. The historical trial balance data from 2023 is showing on the Match Bank Data page along with some bank upload…

Hi Clarisa. Yes, we are using a One World account. Yes, we do want to create a subsidiary for the non-profit company. We were wondering if we could create 2 parent subsidiaries, one for the non-profit and one for the for-profit company or do we create a child under the for-profit company for the non-profit? They do…

Thank you.

Hi Patrick, how did you access that AVATAX HEADER DETAILS saved search?

Hi Everyone. Thank you for all your help. I have a follow-up question. My accounting department would like a report from NetSuite on Sales tax to compare against a report from Avatax. Does anyone know if the jurisdiction fields from the Avatax document can be used on a report or saved search in NetSuite? I have not had…

Hi Angela, Here's what it shows? Any idea on how to bring in the geographical state nexus? Thank you

Thanks, Angela, here are my choices in that section. I don't see by Tax Entity.

Hi Micah. Follow-up question, if I wanted to test a month for bank matching I could clear the flags and then start in bank matching? Correct?

Hi Angela. Thank you. Yes they are cleared.

Hi Angela, thank you for your quick response. I made the changes on the preferences just like you said but I am still not seeing all the transaction that hit a bank GL account. I am working in Sandbox, would that make a difference. See screenshots below. GL detail for just 2 days in Jan 2024 Match Bank Data screen

Hi Patrick. Yes, let's create a support case for this.

Hi Patrick. That worked. Thank you so much. I have 1 more favor. Can you send me the defect 52371 Transaction Detail Report > Inventory Adjustment Transactions > Item Name/Display Name is blank. Or send me the link to it?

Hi Patrick. Just a couple of follow up items. Can you show me the field you used for item name? That Item:Name field is great, thank you. I am also looking for this Item:Name field below as well. I need this information on Inventory Cost Revaluation as well as Inventory Adjustments transactions in NetSuite.

Hi Patrick, I did try it but the item name is still not showing up.

Hi Ely, I think that NetSuite is doing what it's supposed to do by omitting the items on the COGS accounts. The COGS accounts are listed on the item records. The request by accounting was items listed on the COGS accounts. I opened up a General Ledger report in NetSuite and then I ran it in a detail format. I ran a GL…