My Stuff
Default Avatar
See All the Unlockable Badges See All the Unlockable Badges

bboese Red Ribbon

Comments

  • Since Cash Sales do not go through the AR process (i.e. Create Invoice / Accept Customer Payment), those transactions are not viewable on AR type reports. To see total sales, credits, etc I'd suggest you could, depending on your needs: a) go to say the Income Statement, click on Total - Income, and customize the Account…
    in Bank Deposits Comment by bboese Oct 2, 2007 10:06AM
  • 1. may be due to your First Fiscal Month setup at Setup>Company Information : https://system.netsuite.com/app/setup/company.nl For example, if it's set at Jan, and an Income Statement for July 1, 2006 to June 30, 2007 is generated, the balance sheet will show some of the net income in retained earnings. If this does not…
    in Balance Sheet not matching Income Statement and other issues Comment by bboese Oct 2, 2007 9:01AM
  • 2 more things you can check: a) for discounts, you can choose to either go with non posting, or posting entries, which is a selection on the Item>Discount screen. If you switch between a posting and non posting discount Item, that may help. b) sometimes the income statement bottom line does not match the net income shown…
    in Balance Sheet not matching Income Statement and other issues Comment by bboese Oct 10, 2007 7:40PM
  • I can offer a free web meeting where your specific issues can be reviewed and some can possibly be resolved with that web meeting. Please contact me for further details.
    in Help Comment by bboese Sep 21, 2007 11:12AM
  • To fix this, you can go back to the standard AR Register report, and customize it again to your needs, and delete the older, non working, customized reports. It takes some time, however this can get you back on track, and a similar recommendation is found at the following link:…
    in A/R Register Comment by bboese Sep 20, 2007 11:43AM
  • Have any companies been successful in requesting NetSuite to change the Currency (local) on the Company Information page? I realize it's not editable even at the Administrator level, however have any companies asked NetSuite to change it in the back end, and if so, what are the pros and cons to going this route? For…
    in Change company country/currency ? Comment by bboese Nov 13, 2008 6:27AM
  • For recruiting, Linkedin works well and could be an option - see www.linkedin.com We also offer a free web meeting to companies on NetSuite, to review and discuss your needs. If you are interested, please contact us.
    in Netsuite and CRM Manager - can you help ? Comment by bboese Sep 7, 2007 9:08AM
  • Sometime it helps to have Acrobat Reader already running in the background, before clicking Print in NS.
    in Cannot print multiple invoices Comment by bboese Sep 20, 2007 11:36AM
  • Great info on internet connections and upgrading computers. Also, it can work well to have 2 or more monitors for some staff, instead of the conventional 1 monitor. If you have 2 or more monitors, you can view NetSuite on one monitor, and other programs / source documents in PDF, etc on the other screen (or view other…
    in Internet Connection: Staff Efficiency Comment by bboese Aug 1, 2007 2:34PM
  • I may be able to help, and please feel free to contact me per details below. All the best, Barry Boese, Certified Management Accountant [EMAIL="bboese@baacoffice.com"]bboese@baacoffice.com[/EMAIL] www.baacoffice.com 1-877-285-6535 x 3 **hands on experience with NetSuite since June 2000**
    in Cannot Import Bank Statement Comment by bboese Jul 19, 2007 8:32AM
  • It can be considered a workaround, and not ideal, however going to Home>Settings>Set Preferences>Reporting/Search tab, and selecting "Never" under Report by Period, may help. With this setting, income statement and other reports are designed to show data by the exact date, and not the posting period, which can help make…
    in v2007 Income Statement Anomaly - Comment by bboese Oct 4, 2007 2:06PM
  • We've seen this before, not only for Version 2007, but previous upgrades too. One workaround that may help and work is to: a) go to Reconcile Bank Statement b) enter a Statement Date of a previously correct bank reconciliation, possible a few months back, instead of the most recent one. c) on the Deposits tab, and the…
    in v2007 Bank Reconcile Anomoly Comment by bboese Oct 4, 2007 2:00PM
  • This may work for you: a) go to Customization>Transaction Forms on the Setup tab, and clicked edit on the Invoice (checked off as Preferred) and then just check off the "Show" box beside "Account" on the Screen Fields:Main tab. b) then the Account field should show up on the invoice screen. There is no need to enter…
    in Please select an A/R Account for this invoice ?!? Comment by bboese Nov 30, 2007 12:54PM
  • Some other discussions and options regarding support are at link below, and excerpts are appended below: https://usergroup.netsuite.com/users/showthread.php?t=4106 RE: Support Levels To receive the support you need, specifically on accounting and related business areas, you may consider other options. We have worked on NS…
    in Alternative to support? Comment by bboese Apr 3, 2007 8:06AM
  • Can any NS Employee respond to this? Thanks, Barry [EMAIL="bboese@baacoffice.com"]bboese@baacoffice.com[/EMAIL]
    in Cost of Goods Sold issue on income statement Comment by bboese Apr 11, 2007 3:47PM
  • Anytime a financial (or non financial) report is customized there is definitely a potential for inaccurate reporting. As Andrew said, it is good to compare the standard NS report to the customized one, and then see where the differences are. If you wish, contact me offline and we can set up a free web meeting and I can…
    in Financial Reports Comment by bboese Mar 8, 2007 7:04AM
  • Are other NS users keeping minimum of 2 credit card processing companies available in their NS account (instead of all eggs in one basket with 1 processor), so that when they have problems with one processor (which has been the case based on posts in this NS group), they just switch over to other processor, and then…
    in CyberSource / NS problems today Comment by bboese Mar 14, 2007 11:18AM
  • To receive the support you need, specifically on accounting and related business areas, you may consider other options. We have worked on NS since June 2000, and we can resolve accounting and related issues, and where needed, implement workarounds that can keep accounting (and other related) systems in better working…
    in Support Levels Comment by bboese Feb 23, 2007 12:04PM
  • One option is to Accept Customer Payments into Undeposited funds, and then go to Make Deposits and check off payments, and adjust for any additional currency differences, wire transfer fees, etc on the Cash Back or Other Deposits tab. There may be some other options that may work better for you depending on your specific…
    in How to receive payment in currency different then the Customer currency Comment by bboese Jan 14, 2011 8:53AM
  • For these, and other types of roles, this customized Administrator type role (see link below) could be a good starting point. You can delete any confidential or other types of permissions you wish from this customized role. This method is sometimes easier than editing a lower level role and then adding permissions, since…
    in Executive Assistant Role Comment by bboese May 28, 2012 10:11AM
  • To write off bad debt, there are some options and you can process via 1 or more of these methods and I'd suggest you then run this by your year end tax accountant for confirmation this is ok within your local tax laws, etc. 1a) go to the invoice that is now a bad debt 1b) click Credit when viewing the invoice, and create a…
    in Writing off Bad Debt Comment by bboese Oct 6, 2011 6:31AM
  • Another option could be the following: a) set up a customized role that provides most functionality except for financial and confidential information, per process below b) install "Administrator role - Customizable" found at…
    in Third Party Access Comment by bboese May 20, 2011 9:19AM
  • If you still have some scenarios that need to be resolved, feel free to contact me directly.
    in Finance - Documentation Comment by bboese Dec 30, 2010 10:10AM
  • Another option could be to create the custom field on the customer record, and then create a saved search with that custom field and enter reasons / problem codes at the customer level instead of each individual invoice. For example, some problem codes / reasons may not be applicable to an individual invoice, but is…
    in Can you assign reason or problem codes to past due invoices? Comment by bboese Jan 3, 2011 9:36AM
  • Feel free to contact me to discuss this further. It would be great to compare notes. I've been working with companies on NetSuite for over 10 years, throughout the USA and Canada, so geographical location is not a restriction. In other words, I'm not in Houston, but that does not stop us from comparing notes. If you wish,…
    in Looking for NetSuite Users in Houston, TX to compare notes on Best Practices Comment by bboese Oct 14, 2010 12:16PM
  • Some other posts that may be helpful for your issue include: https://usergroup.netsuite.com/users/showthread.php?t=17038 https://usergroup.netsuite.com/users/showthread.php?t=11112 https://usergroup.netsuite.com/users/showthread.php?t=10386 As for number of hours / length of time, some companies may take 100 or more hours,…
    in Accounting module implementation Comment by bboese Dec 4, 2009 7:12PM
  • Scripting may be the only option, so if you and any other scripting experts want to quote on providing this scripting to us, that would be much appreciated. If you need more details, please contact me directly.
    in Canada GST/PST/HST Comment by bboese Oct 27, 2008 10:39AM
  • Why does the USA version have "Per-Line Taxes on Transactions" and the Canadian version does not? How are other Canadian companies setting up NS to calculate taxes at the Line level, based on the Tax Code set at the Item record. In other words, can Canadian version of NS calculate taxes based on line items instead of based…
    in Canada GST/PST/HST Comment by bboese Oct 22, 2008 10:11PM
  • On the USA version of NS I see the "Per-Line Taxes on Transactions". However, on the same screen (Set Up Taxes) in the Canadian Version, there is no similar check box / description. In both the USA and Canadian account, Advanced taxes is not checked either, so there is no difference there. Thanks for any other help that…
    in Canada GST/PST/HST Comment by bboese Oct 23, 2008 4:07PM
  • Does not appear to be under Accounting Preferences either. Any other ideas?
    in Canada GST/PST/HST Comment by bboese Oct 23, 2008 9:24AM