Hello @Tiru Chembeti , thanks a lot for your comment to this topic. Hello @Dext3r , to get the additional information regarding the Budgets in NetSuite in overall you may refer to our SuiteAnswers: 7694 - Budgets in NetSuite Budgets in NetSuite are used to set estimated income and expense and then compare them with the…

Hello @Vasya_2 , It is up to your decision which kind of the import you prefer. Both of the possibilities are working fine in NetSuite. For Bank Feeds, there are some limitations mainly with the connectivity to the financial institutions. Not all the financial institutions are supported for each country. Whereas, using the…

Hello @User_FL4CK , If this is a first time you are going to reconcile the Bank transactions, you might create a Dummy Reconciliation where you enter the Opening Balance of the Bank Statement. Please, refer to our SuiteAnswers for detailed steps: 103768 - Enter Beginning Balance in the Reconcile Account Statement page…

Hello @User_OAY9I , I believe, the table listed in our SuiteAnswers could be useful for you as for the Type: ACH you might map several transaction types: Please, see details in our SuiteAnswers: 67217 - Transaction Types in Matching Rules 95749 - Creating User Transaction Matching Rules Please, let me know if provided…

Hello @Kedalene , The Transactions that are automatically created and matched by an auto-create rule are indicated by the label: To Be Generated. These transactions are generated in your general ledger account when you click Submit on the Match Bank Data page. The transaction will only be created once you submitted the…

Hello @Kedalene , I believe, you might create your own Reconciliation Rule where you might specify the Conditions, based on which the transactions would be automatically matched next time you import the bank statement. Please, visit our SuiteAnswers to get details about how to create this rule: 95749 - Creating User…

Hello @Kedalene , Although, you have in your system this small difference, you will still need to create manually transaction, which will clear this small rounding difference. Might be used Journal entry for this concern. System is not designed to create a transactions for this concern automatically. Using your own…

Hello @Audrey G. , The tile portlet shows us the Total Payables and Receivables amounts which are taken from the A/P and A/R Aging Summary Reports. Whereas, the Forecast Table is showing us the values based on your preferences specified for a cash forecasting. See the related SuiteAnswers for details: 105654 - Viewing Cash…

Hello @Kedalene , The feature you are requesting is currently the system limitation and is not available. We have the following Enhancement request created for this functionality: 465184 - Transactions > Bank > Match Bank Data / Reconcile Account Statement > Mark All checkbox option for reconciling items You may vote for…

Hello @kees.netsuiteadmin , Unfortunately, this is currently the system limitation. We do have created the following Enhancement request for this functionality: 124090 - Lists > Accounting > Accounts > New - Ability to create new types of accounts You may vote for this enhancement through SuiteIdeas to increase its points…

Hello @User_0Q5XI , Thank you for provided screenshot. From what I found, Write In Journal (Deprecated), was used before Y2013. It is really more than 10 years not available in a system. Based on the Enhancement 265734 - FAM > Write in Journal checkbox to be available in CSV Import this field was replaced by Summary Record…

Hello @JohnCirocco , Did you have a time to go through my previous comment? Please, let me know. Thank you very much.

Hello @User_E15G4 , Please, let me know if you have some additional questions regarding this concern. Were you able to contact our Support Team? Thank you.

Hello @Kedalene , Were you able to identify where this difference exactly appeared? Please, let me know.

Hello @Kedalene , Please, let me know if you have some additional questions regarding this concern or is all clear. By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other members of the community that might encounter the same reported…

Hello @Mathias_Netsuite , Thanks for posting your concern here! Kindly allow us to review your concern regarding the payment files and we'll provide updates in this thread. To other members, feel free to share your insights on this too should you have any.

Hello @User_E15G4 , Thanks for posting your concern here! Kindly allow us to review your concern regarding the highlighting the fields and we'll provide updates in this thread. To other members, feel free to share your insights on this too should you have any.

Hello @Kedalene , unfortunately, yes. When you edit already reconciled transactions, they becomes unreconciled. We do have the following SuiteAnswer explaining this behavior: 12349 - Reconciled Transaction Becomes Unreconciled 65780 - Reconciling Transactions

Hello @Kedalene , The Bill Number information are not easy to search. As mentioned already, this will need to create a complex formula, which is not in our our scope of services. Please, contact your Account Manager to get involve our Professional Services or Advanced Customer Support. Thank you for your understanding.

Hello @Kedalene , It seems, that you are referring to the same concern as we are handling under this thread: We are not able to see currently the Bill number on the Vendor Prepayment page as we are only able to see the list of Vendor Prepayment Applications there: In consequence of it, this field is not easily searchable.…

Hello @JohnCirocco , For the Standard Purchase Order form, based on my testing, system is extracting the "Vendor Name" information in a PO lines from the "Vendor (Supplier) Name/Code' field stated on the Item record. This field is specifying the Vendor name of your Item. This is correct, that is extracting it from the Item…

Hello @User_0Q5XI , Were you able to check this? Please, let me know. Thank you very much.

Hello @Cristian Cabacaba , Were you able to check this? Please, let me know. Thank you very much.

Hello @Kedalene , It's again me ;-) Did you have a time to go through my previous comment? It would be appreciated if you will click "Yes" on "Did this answer the question?" on the comment/s you find helpful. This will aid the others with the same question to easily find the answer. Thank you! 😊

Hello @Kedalene , Were you able to check this? It would be appreciated if you will click "Yes" on "Did this answer the question?" on the comment/s you find helpful. This will aid the others with the same question to easily find the answer. Thank you! 😊

Hello @Kedalene , Hope you are well. I would just like to follow up on this concern. Can you confirm if the provided solution on my previous comment worked on your end? By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other members of the…

Hello @fonsoposada , Thank you for creating this thread regarding the Customization of the item record view and Saved Searches. Kindly allow us some time to check this on our end and we'll get back to you for updates. Any other users who can share their insights? Feel free to add your comments!

Hello @Kedalene , Thank you for this info. I will take over this SuiteIdea request and add the comment in to the Enhancement. Thank you for your cooperation :-)

Hello @User_E15G4 , Even if the following the correct window time/schedule provided in a SuiteAnswers 51313 did not resolve your concern I recommend you to contact directly our Support Team as they might check your account and request the Bundle Provisioning in to your Release Preview Account. Thank you for your…

Hello @Kedalene , I am not currently aware about the separation of this Enhancement. Nevertheless, you might vote for this Enhancement via SuiteIdeas page and add in to the message to us that you would like to update the Title of the Enhancement so it would contain not only Set By field but as well Approved By field. We…