Have you tried going to Reconcile Account and selecting the credit card liability account and using the match feature as you do in a standard bank reconciliation? I use that to reconcile our credit cards. You may want to change the way your transactions feed into NetSuite. Instead of expense report totals have the feed…

You can create five lines on the expense entry to allocate each portion of cost to an employee. Divide the total by 5 and create five lines at the line level of the entry with a memo for each employee name.

Hi All, Karen here, from Ridgefield Washington!

The problem is in the permissions settings. Make sure that the person has deposit permissions to at a minimum create deposits. Then login with that role to see if that clears up the problem. Sometimes permissions require more than one permission to be activated so that is something to be aware of.

A, C D

I gave up on this and used Celigo Cloud Extend for Excel. It took hours of work into 10 minutes.....they give you a free trial.

A credit limit must be setup on the customer record. Once those are defined you need to stop orders before they get to invoice level. To do that you Go to Setup/ Accounting / Accounting Preferences under the order management tab enable the option to Stop Sales Orders when over Credit Limit. You can also put a customer on…

You will need admin permissions but go to setup, Imports/Exports view CSV Imports. Set the filter for the date . Find the import record you need and open it up. There are permission restrictions to overcome which can be found on the role permissions set up tab.

Deferred Revenue is for sales that have been invoiced but you have not earned the income yet (not shipped inventory, not provided a service, not satisfied a membership). When those items ship to a customer, or service is completed the unearned or deferred revenue will be relieved. AR Not Invoiced are transactions for items…

Ask the bank for the Nacha file requirements. You will need that.