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Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Comments
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Thank you so much @Mikko De La Fuente-Oracle - that worked! File generated and sent for testing. Thanks for your help! :)
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Hi @Mikko De La Fuente-Oracle, I posted a case in NetSuite Support but they said we only have Basic so to ask a question here instead. Were you able to find out what was wrong with my file? Even if you could point me in the right direction, that would be really helpful. I have gone through the payment files manual that…
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Hi @Mikko De La Fuente-Oracle , I didn't know I could submit a support ticket - how do I do that? This is a custom payment file format and I've run it a few times and haven't had it run successfully yet. It's come up with other errors that I've fixed but this one has got me stuck. Thanks, Pippa
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In the original query, @HertsChris mentions that it's "very easy to run a transaction search to get the details of the payments included in the batch". I am having trouble doing this - how would I use a Transaction Search to show payments within a batch and the corresponding bank details?
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That did the trick - took a lot longer to import but now all the invoices appear in the Bill Payment Processing screen. Thank you so much Shamaine, you have saved me potentially hours of menial work! :)
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I'm having the same issue and only found this which says it's not possible to show bank details on unapproved batches anywhere: Unapproved Payment Batch Details search — Oracle NetSuite Support Community If anyone has any work arounds that don't involve custom suitelets then let me know.
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Hi Patrick, Ah, I think that's what I was after - a GL transaction view when I click on the amount. I have voted for the enhancement and added a comment. Currently my attempt to make a GL-type view by using "MG GL Detail Enquiry (P&L)" as a drill-down report isn't working because of the rows being collapsed. I hope…
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This still isn't resolved. Is there an alternate report that I can use as the drill-down report that will just give a list of transactions within the figure I click on from my Financial Report?
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Accidentally solved it myself. Just needed the SuiteBundle for Avatax updated: https://help.avalara.com/FYHP/Connector_for_NetSuite/Update_the_Avalara_Connector_bundle_in_NetSuite
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Hi Patrick, Thanks for your reply. For the Financial Report I have created to mirror the management accounts (PG Profit and Loss), I have made a new specific layout, made up of Header/Summary rows that are set as Expanded and Financial Sections that are set as Collapsed, and various formula rows. It is important to keep…
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Hi Shamaine, I've voted for it on SuiteIdeas but can't believe people have been asking for it since 2012 with 5/5 urgency as the average rating and it still hasn't been addressed! Are you able to push this up the chain at all? Pippa
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Hi Shamaine, Sorry for the delay in my reply, I was waylaid by other projects for a few months. I had a look at the test routing numbers, but they don't help me, as I am looking to upload an ACH payment from a UK USD bank account. The UK USD bank account doesn't have a routing number, and the account number is only 8…
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Hey Shamaine, I can't see where it says 'Payment File Format' but I have selected the EFT Template to be 'ACH - CCD/PPD'. Where would I find the Payment File Format? Thanks, Pippa
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Thanks Shamaine. I finally got it by calling up the Netherlands branch of HSBC who gave it to me.
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Thanks Emilia, glad it's not me missing something. Maybe a NetSuite operative could assess errors like this on a case by case basis and manually approve in the background whilst this issue is being worked on. For those who come here with the same issue, I have found a work-around for now by going into the account and…
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Thanks both, have now changed my username as well. I will look at some more training videos too. Pippa
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Can someone point me towards the training where it talks about payments on account? I am new to NetSuite and have been told by my team that this is not possible but I am doubting that NetSuite is that restrictive. An example of a payment on account is an accidental overpayment of an invoice, and then the payment will be…