Jyothi B

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

in Receiving an error "The vendor you have selected is based in a nexus for which you are required to c Comment by Jyothi B Oct 25, 2024 8:31PM

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…

in How to create Finance Dashboards and KPIs? Comment by Jyothi B Dec 2, 2022 5:06PM

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

in Does OpenAir have a sandbox account? Comment by Jyothi B Dec 2, 2022 2:48AM

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

in How to add "Line ID" column to a Transaction Details report? Comment by Jyothi B May 9, 2022 9:42PM

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

in saved search to verify if admins have modified any JEs after approved JEs Comment by Jyothi B Apr 6, 2022 6:05PM

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…

in saved search to verify if admins have modified any JEs after approved JEs Comment by Jyothi B Apr 6, 2022 4:34AM

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!

in saved search to verify if admins have modified any JEs after approved JEs Comment by Jyothi B Apr 6, 2022 2:47AM

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

in Is there a way to run FAM reports (asset register, asset summary etc.) based on accounting period? Comment by Jyothi B Apr 13, 2021 11:55PM

Thanks Jack

in Audit trail reports for change management Comment by Jyothi B Apr 13, 2021 6:56PM

Hi, Do you have an update on this? Thanks

in Asset split saved search Comment by Jyothi B Apr 1, 2021 1:49AM

Thank you User_CPXUW.

in Employee Center role provisions Comment by Jyothi B Mar 24, 2021 8:47PM

Transaction report. It is pulling al

in How to add Amortization schedule, start and end date to a custom report? Comment by Jyothi B Mar 17, 2021 8:11PM

It is a GL transaction report

in How to add Amortization schedule, start and end date to a custom report? Comment by Jyothi B Mar 17, 2021 8:06PM

Can someone please respond as soon as possible? Thanks

in How to inactivate account "Undeposited Funds"? Comment by Jyothi B Mar 16, 2021 10:52PM

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.…

in How to add a "bill payment date" on a custom report? Comment by Jyothi B Feb 23, 2021 10:46PM

Thanks, Erick for connecting with Shamaine.

in How to add a "bill payment date" on a custom report? Comment by Jyothi B Feb 23, 2021 9:00PM

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

in Is there a way to split one asset into multiple assets Comment by Jyothi B Feb 19, 2021 12:40AM

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)

in Is there a way to split one asset into multiple assets Comment by Jyothi B Feb 17, 2021 9:15PM

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

in Is there a way to create Vendor flux report Comment by Jyothi B Dec 18, 2020 5:30AM

Thanks, Cali. I will it out as suggested.

in Is there a way to set Accounting Book field to default to one value on the Balance Sheet? Comment by Jyothi B Dec 18, 2020 12:27AM

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

in Is there a way to set Accounting Book field to default to one value on the Balance Sheet? Comment by Jyothi B Dec 17, 2020 9:00PM

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.

in Is there a way to set Accounting Book field to default to one value on the Balance Sheet? Comment by Jyothi B Dec 17, 2020 8:55PM

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…

in Is there a way to set Accounting Book field to default to one value on the Balance Sheet? Comment by Jyothi B Dec 17, 2020 7:25PM

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

in Is there a way to set Accounting Book field to default to one value on the Balance Sheet? Comment by Jyothi B Dec 17, 2020 6:23AM

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:

in Match Bank Data Comment by Jyothi B Oct 28, 2020 11:29PM

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

in Match Bank Data Comment by Jyothi B Oct 27, 2020 11:21PM

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

in Match Bank Data Comment by Jyothi B Oct 27, 2020 10:57PM

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"

in Transfer Funds Comment by Jyothi B Oct 20, 2020 10:05PM

Thanks @Shamaine Chan-Oracle

in Is there a way to merge duplicate employee records Comment by Jyothi B Oct 5, 2020 6:19PM

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

in How to restore favorites for a access removed user Comment by Jyothi B Sep 8, 2020 4:39PM

Jyothi B Blue Ribbon

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