Jyothi B Blue Ribbon

Hi Clarisa, Thank you for investigating the issue. I discovered that the problem was caused by a Onesource tax script, which was erasing the vendor name on the bill record. I turned off the script and tested it, and it worked properly afterward. Thank you

Thank you very much, @Tiru Chembeti . I have already added those standard KPI meters, KPI scorecards, etc., to my dashboard. How can I add these to CFO and Controller roles? Or How do I create a separate dashboard role and assign it to them? Please let me know when you can. Also, are there any free dashboard bundles that I…

Thanks. I will wait for the response. I am also looking for any available user guides to learn and understand the OA application.

Thank you, Joahnna. I will wait for your response.

Hi, I am following up regarding my previous email. Can someone please share the ideas on this? Thanks.

Hi Katherine, thanks for providing the basic search. I already created this basic search and tried it , but it is not pulling the results correctly, so I reached out to you guys here. I think it requires adding a formula fields in criteria and results tab. I don't know the exact logic to apply in here. Can you please…

Thanks, Joy for your immediate response on this. I would really appreciate it if someone can respond with search criteria as soon as possible. Looking forward to hearing responses either from the oracle or non-oracle team. Thank you!

Some additional information. On all reports, asset register, asset summary and depreciation listing; all reports are based on transaction date and not posting date; we are unable to run an asset summary using an accounting period because it is pulling based on the document date / transactions date

Thanks Jack

Hi, Do you have an update on this? Thanks

Thank you User_CPXUW.

Transaction report. It is pulling al

It is a GL transaction report

Can someone please respond as soon as possible? Thanks

Thanks, Shamaine for providing the details. I know it is easy to pull in a saved search but, wondering if it can be pulled on to the existing report. We have everything we need on the report except the payment date that I am looking for. Please let me know if it is also possible to pull it on to the report as well. Thanks.…

Thanks, Erick for connecting with Shamaine.

Can someone please let me know if you have done such kind of customization?

Thanks, Emilia for your quick response. I wanted to check if anyone has done any customization on this (apart from netsuite support as this user group is used by non netsuite support)

Thanks, Coffeeguy. Can you please send me the step by step information on how to build the report would be greatly appreciated? Thanks again!

Thanks, Cali. I will it out as suggested.

Cali, can you try to add a few more amount columns and try if that works for you. Thanks

Thanks, Cali. I option that I choose is relative to today's date. Please check the below screenshot. It could be that since I chose relative to today's date so it it not giving me drildown options for all the custom amount columns.

Thanks, Cali for your detailed response. If you look at the screenshot I provided in my previous comments, I added 3 custom amount columns in the custom balance sheet, I am not able to drill down the balances to the JE detail level. I can drill down the very first column because that is a standard column in the balance…

Thanks, Emilia. I will wait for your response then.

Also, we don't have any custom reconciliation rules. We are using the standard rules only. Are reconciliation rules connected with auto matching? Here is the screenshot that shows our current rules:

Hi Mik, Thanks for your response. Does reconciliation rules work for auto match?

Other users may also jump in. Feel free to share your thoughts! ? Thanks

Thanks, Mik. Is there any workaround that you can suggest me, like I requested in my previous email? "I am looking for some suggestions on how we can reduce the manual efforts on this may be using a custom workflow or script to auto populate/default the From and To accounts and Department. Please let me know. Thanks"

Thanks @Shamaine Chan-Oracle

Thanks, Michelle. I asked the user to check her shortcuts in the sandbox and add them to the production.