Hi Everyone, I apologize for the late response; I had internet issues, and then we took a direct hit from Hurricane Beryle. I think I understand now. I'm an accidental bookkeeper. It is a duty that got stacked on to my original position, so sometimes it takes me a bit to understand the accounting structure and terminology.…

The bill was paid last year before our move from QuickBooks to NetSuite. So there is no bill in NetSuite, as the account trial balances were moved over, but not individual transactions.

The deposit is credited to the same account as the bill credit. I think the issue I'm having is that I can't apply the credit to a bill. The bill existed before we moved to NetSuite. When I click on "apply", there is no bill to select and if I click "auto apply", it doesn't do anything.

Hi Harsha, Yes, I made sure the vendor name is included.

I feel like such an idiot!! I forgot about the submit button.🤦 You would think after five months, I'd get it by now. Thank you all for jogging my memory!

Thank you so much for your help. I got tossed into this role as a bookkeeper (nonprofit, so I wear a lot of hats) and have very little formal education in accounting. The screenshots helped a lot!

Exchange rate and currency are the same. We only use US currency at this time. The apply area is greyed out. I can check the box for auto-apply, but there is no way to add the amount, so nothing happens. Here are my screenshots.

Thank you for your help. those solutions didn't work, however, I did figure it out. Thanks to your direction, I was in the right place to fix it. Go to Customization > Lists, Records, & Fields > Custom Segments Click Edit on Restrictions Under Validation & Defaulting tab, it is set to be Mandatory Click on DEFAULT…

Okay, so I tried this and I get an error when attempting to add the charge. It says "Please enter value(s) for restriction", however, there is no field to select whether it is restricted or not.

Thank you, Micah! I was completely overthinking it.