Hi @Anisha., When you reconcile Bank Accounts for non-Sterling bank accounts (e.g., EUR), the reconciled amounts are in EUR. If you run the "Revalue Open Currency Balances" process, the "Bank | Unrealized Gain/Loss" Currency Revaluation entry will be posted in GBP and shouldn't impact the EUR amounts. Do you have access to…

Hi @Ravi Sathanapalli, Could you please share the screenshots of the invoices that you are trying to group? Some of the things we need to check are: Do the invoices have similar Terms, and are the Due Dates within the same month? Do the invoices have the "For Invoice Grouping" checked?

Team, I didn't specifically integrate WhatsApp with NetSuite, but I integrated various custom applications and platforms with NetSuite using Boomi. Some integrations may require additional customization within NetSuite or the source platform, but in terms of the iPaaS platform, I found Boomi to be the best.

Hi @Alderik, It may happen if you set this Custom Role as a "user" for a specific customization/integration. Is this applicable to your use case? Please provide more context to help with the troubleshooting (e.g., on how the role is being used and if this is something that happened multiple times or only once). Thanks.

Hi @User_0Y89M, The Consolidated Exchange Rates aren't auto-synced, similar to Exchange Rates. Many companies enter Consolidated Exchange Rates manually according to their fiscal policies. You can also click the "Calculate" button to let NetSuite automatically update the Consolidated Exchange Rates based on the…

Hi @User_0Y89M, The item you use for Time Entry is probably shared only with the Parent Subsidiary. You would need to edit the Item and select the additional "customer subsidiary" under the "Classification" section on the main page. Alternatively, you can select "Include Children" to make the item available to all…

Hi @Pallavi1903, Yes - you can do that. The configuration has several components, but on a high level, you would need to do the following: Create a Charge-based Project with an appropriate Fixed Fee -> Milestone rule Link the Milestone rule to the related Milestone Project Task that has the correctly configured Item Link…

Hi @user11032836, I agree with @Dominica Sevilla-Oracle that having separate threads would help to avoid confusion with the responses. Regarding your question #3, you will see the "Memorize" option under "Actions" once you edit the Bill.

Hi @User_6JHEE, Yes - you can do that via custom Transaction Saved Search. Here is an example: You can start building the Saved Search by searching for "New Saved Search": Choose "Transaction" as a type. Here is the required Criteria, Result, and Filters:

Thanks for the additional information. You won't be able to create a Saved Search natively to link an Invoice with a Billable time if you are using projects with "Billing Type = Time and Material". You would need a customization for that. You can create the required Saved Search natively for Charge-based Projects.

Hi @User_DWVXZ, Is there a specific reason you don't want to use the "Revalue Open Currency Balances" for the EUR and let the system post the entry to the Bank (EUR) and Unrealized Gain/Loss? Thanks.

Hi @Paul Salkeld, You can add a "Timeline" portlet to the Customer Dashboard, which should show all Customer-related communication:

Hi @Nickey, I assume the billable time is booked against projects. Do you know if you are using Charge-based projects or another "Billing Type"?

Thanks for the additional information, @JarebCoupe, Could you please try the following criteria and see if it works for you?

Thank you, @Dominica Sevilla-Oracle! I learn from you and your team, too!

Hi @JarebCoupe, Do you always start the Customer Lifecycle with a Lead record, or you may sometimes create a Prospect or Customer directly? Thanks.

Hi @User_M4JOC, Did you create your "Purchase Items" with the "For Purchase" type? If yes, they will be natively restricted from the selection on Sales Orders. Thanks.

Hi @User_9MX5L, You can add additional fonts to NetSuite for specific use cases, such as Web Store, Saved Search Fields, or Advanced PDFs (e.g., Customer Invoice). You can't add a new font and apply it to all reports by default.

Thanks for providing the context, @User_Y64EF, You won't be able to use the native "Target Utilization" field to calculate the "Target Billable Utilization", and you can't use native reports such as "Actual Utilization by Resource". The good news is that NetSuite is extremely agile and can accommodate almost any business…

Hi @Avinash Agrawal, You can do that only via Script.

No worries, @User_Y64EF - I am sure we can eliminate the confusion. What I am saying is that when NetSuite is calculating the "Utilization %", it isn't looking whether the "Utilized Time" was also a "Billable Time". Those are independent of each other. In most companies, they are matching all the time; in others, a…

Hi @Dext3r, If you choose the "Vendor-Subsidiary Relationship" CSV import type with a CSV with "one subsidiary per line", that should do the trick. For example: Line 1: Vendor ID3, Sub ID1 Line 2: Vendor ID3, Sub ID2 Line 3: Vendor ID3, Sub ID5

Try adding at the end of the formula: (ROUND(TRUNC(({jobmain.projectedenddate}-TRUNC({jobmain.startdate}))/7)*5 + MOD({jobmain.projectedenddate}-{jobmain.startdate},7) - CASE WHEN TO_NUMBER(TO_CHAR({jobmain.projectedenddate},'D')) < TO_NUMBER(TO_CHAR({jobmain.startdate},'D')) THEN 2 ELSE 0 END))+2

That's good - it confirms the Summary and Detail reports are properly connected. The issue might be the scaling of the customized Summary report. In your screenshot, I noticed that one of the footer icons shows up in the wrong place: Can you try using a different browser to see if that helps with the scaling?…

Could you please clarify what you mean by "will a non-intercompany sale be eliminated when posted to an account marked "Eliminate Intercompany Transactions"? Do you plan to use the Advanced IC Journal for that, and what would that transaction's purpose be? If you use a GL account with the "Eliminate Intercompany…

It can be Accounts Payable/Receivable or any applicable GL account. Not the Bank account, but possibly "Bank Fees", which is a P&L expense account. The best check with your lead accountants.

NetSuite will skip the application for CR4 if you don't tick its related "Apply" checkbox. When you ticked all the "Apply" boxes, including the one for CR4, NetSuite assumed you needed all marked transactions to be applied. When you are creating a Vendor Credit and making the application from there, you can't select…

Understood. If you are noticing a repeating pattern, then you can simply add +1 or +2 to constantly increase the "days difference" based on your preference.

Thanks for the response. What happens if you click on "View Detail" instead of clicking on individual lines?

Could you please advise: What are the actual dates? What do you expect the difference to be? What difference do you get via formula?