User_5MUAE

I have checked/tried each of these solutions. There are no restrictions to my role, all standard balance sheet reports have the same issue, and clearing my browsing cache did not work.

in Trial Balance and other reports not showing proper account balance for certain roles Comment by User_5MUAE Jun 13, 2024 1:58PM

All users have all financial reports set to "by period".

in Trial Balance and other reports not showing proper account balance for certain roles Comment by User_5MUAE Jun 12, 2024 9:15PM

I have double checked with my admin that I have the cross subsidiary viewing ability. I also checked role differences with a different role that is not experiencing issues and did not see anything of note.

in Trial Balance and other reports not showing proper account balance for certain roles Comment by User_5MUAE Jun 12, 2024 8:34PM

There have been no changes to my role in the past two months after checking with my admin.

in Trial Balance and other reports not showing proper account balance for certain roles Comment by User_5MUAE Jun 6, 2024 5:11PM

This is a new issue, I previously have had access to all transaction types with no view restrictions. What kind of changes to my role would cause this?

in Trial Balance and other reports not showing proper account balance for certain roles Comment by User_5MUAE Jun 6, 2024 3:04PM

I believe that is right. It looks like this.

in How to restrict accounts payable users from using specific bank account for bill payments? Comment by User_5MUAE Sep 29, 2023 6:42PM

Thank you, I have access and was able to set up a workflow. After testing this with AP by having them make a payment from the account I want to restrict they were still able to process the payment. Is there anything about the below workflow that is incorrect? We utilize the JP Morgan suite app to pay all vendor bills.

in How to restrict accounts payable users from using specific bank account for bill payments? Comment by User_5MUAE Sep 27, 2023 9:46PM

This is something that I think would be beneficial for me to have access to long term. Is there a step by step guide that shows how to add this access?

in How to restrict accounts payable users from using specific bank account for bill payments? Comment by User_5MUAE Sep 22, 2023 6:59PM

I don't appear to have access to workflows with my user role, and my admin does not see an obvious choice to give me this access. What options give access to workflows?

in How to restrict accounts payable users from using specific bank account for bill payments? Comment by User_5MUAE Sep 20, 2023 7:41PM

I'm not sure how to set up a workflow to do that. Is there an online resource that would provide some instruction?

in How to restrict accounts payable users from using specific bank account for bill payments? Comment by User_5MUAE Sep 19, 2023 6:15PM

The subsidiary was the key. Thank you!

in How to resolve Bill Credit in Closed Period that is unable to apply? Comment by User_5MUAE Jun 7, 2023 4:21PM

At this point I have gotten to where I can edit the bill credit to apply it to an invoice. My new issue is that I cannot apply it to the invoice it needs to be applied to. Would there ever be a limit imposed by NetSuite on what bills a bill credit can be applied to?

in How to resolve Bill Credit in Closed Period that is unable to apply? Comment by User_5MUAE Jun 6, 2023 7:20PM

See below for screenshot. Our settings do not allow editing of bill credits from closed periods. What I mean by "no option to apply" is that in the Make Payment screen these invoices do not show up to select even though they haven't been applied yet.

in How to resolve Bill Credit in Closed Period that is unable to apply? Comment by User_5MUAE May 23, 2023 5:43PM

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