Hi Angelika, Under Edit Columns section, are you setting "Alternate Date Range Type" to "Relative to Report Date (or Today's date)" instead of "None", and then inserting your applicable dates? If you need help with this, feel free to contact me directly for a free web meeting to resolve this for you.

You can customize this report under Sorting, and add the field below and click and drag it to the top. If you need further help, just let me know. "[COLOR=#999999]Quantity On Hand: On Hand Value" [/COLOR]

When you set "Alternate Date Range Type" field to "Relative to today's date", you can then select "custom" under the Alternate Date Range field, and then enter the "From" and To" dates.

Hi Sparky, There are some setup issues to consider when tightening up the information on the Customer Profitability report. For example, under Transactions>Accounting>Accounting Preferences> Items / Transactions tab, there are some Accounts that can be reviewed to change the way NS posts certain transactions. It also works…

This link / info may help: https://usergroup.netsuite.com/users/showthread.php?t=15749 Hi Lorna, [LEFT]There is a little known secret of how to get the Budget information to show. [/LEFT] [LEFT]a) go to Home>Settings>Set Preferences[/LEFT] [LEFT]b) go to the Reporting / Search tab and revise Report by Period to Financials…

Just checking if there is a way to show the Tax amount on the printed Expense Report? Under Customize, there is only a Screen fields tab and not the normal Print Fields tab too. Currently when looking at a printed Expense report, it shows the expenses, then a Total (which does not include Taxes) and any Advance deducted,…

A saved search may work well for this, as it could not only help the AP clerk review transactions under certain expenses and departments, but also could be set to automatically email to them on a certain schedule, so they can review further. If you would like to have a free web discovery meeting to help you through this,…

Click link below and under Reporting/Search tab set Report by Period to "Never". Please note you may want to switch between "Financials Only" or "All reports" or "Never", depending on your specific reporting needs. https://system.netsuite.com/app/center/userprefs.nl?sc=-29

Could be one or more issues, so possibly best way to resolve is to take a look at it. Feel free to contact me directly for a free web meeting to help you resolve this.

Under Filters in the report, select Financial>Department>Name and set it Not Equal To "No Department". Caution here is that sometimes one or more transactions could unknowingly be posted without a Dept, so preferably you'd run the report showing No Dept column, and if it's all zeros, you could then run the report that does…

Another option is to make the Allowance for Bad Debts account an Other Current Asset account, instead of an Accounts Receivable account. Then you can post to this account, and it will not affect AR aging reports.

Hi Dan, The decision to use or not use Locations (or Classes or Departments) is a critical issue, and can have a profound impact not only on your processes, but on the ease and accuracy of your reporting. If you would like to discuss this in more detail with me during a free web / phone discovery meeting, please let me…

It can work, Ron, and there are a few things to consider when running multiple companies in one NS account. We've done this with other companies on NS, and if you want a free web meeting for us to review your setup and provide advice, please contact me directly.

Sara, Feel free to contact me directly for more help with the financial report builder.

Hi Andrew, We have had balance sheet (and P&L / Income statement) formatting issues too with some of our customers. Some we have been able to fix, and others were fixed by NS support.

This is a case of "you can't have your cake and eat it too", since there are pros and cons with this, like many things in life, and this issue should not be classified as a "defect". We have found reporting via exact dates allows for more consistency / accuracy when drilling down from KPIs, reports, etc into detailed…

Try this, as appended below, and further discussion at: https://usergroup.netsuite.com/users/showthread.php?t=10333&highlight=preference+balance Try this: a) go to Home>Set Preferences>Reporting/Search b) if you have Accounting Periods turned on, a Report by Period field should show on this screen. c) this may be set to…

I think what Andrew meant was to: a) go to the standard Cash Flow report b) click Customize c) change the name of the report - a new name, not one that you used before d) click Save Now if you remember how you customized the Cash Flow report, you can customize this one to suit your needs, without taking a shotgun to the…

Agree there are a few things QB does better, however NS blows QB away in so many other areas, including reporting, KPIs, business alerts, etc. If you can't get the report you want from within NS, there may be other ways to get the information, in an even better format / delivery. All the best, Barry Boese, Certified…

If there is any documentation on the SuiteOrgChart bundle, please email to me at netsuite@baacoffice.com When I view this bundle under Installed Bundles, the Documentation column is blank, however any documentation would be much appreciated, since I have been able to set up the SuiteOrgChart tab, however it's not showing…

We can help with the setup of HST in NetSuite, and also recommend that your Tax Specialist (for year ends and tax issues) is consulted on all the regulations regarding HST.

The information below may be helpful for you and others in this discussion group. a) there may not be bookkeepers (or accountants) in your geographical area with significant (or any) NetSuite expertise. For some bookkeeping functions, NS is very similar to Quickbooks (and other software), but in other cases, NetSuite's…

It's not rocket science that the majority of NS's revenue likely comes from USA based businesses. Since the Canadian population is about 10% of the USA, one could make the erroneous assumption that NetSuite's revenue from Canadian companies is around 10% of the revenue generated from USA business. Could it be well under 2%…

Brenda, What you mention could be part of the problem, and I've found with some reports that they do not balance if the Financial Statements area of the Account setup is not coded correctly. However, there is another possible issue with the A/R sub ledger not matching the trial balance, and I've found a "fix" that may work…

I understand there is an Advanced Project Accounting Module,which may resolve some or all of these issues. Could a NS employee provide more detail on the Advanced Project Accounting module and what issues it addresses / functions it adds? Thanks, Barry Boese [EMAIL="bboese@baacoffice.com"]bboese@baacoffice.com[/EMAIL]

We have provided accounting and bookkeeping services to companies on NetSuite for over 16 years. We work with companies not only in the USA and Canada, but also the UK, Europe, and South America. Feel free to contact me for a free web discovery meeting to review your specific needs and see if there is a fit for us to work…

Hi David, We work with companies on NetSuite in many different countries, and some of the specialties we've developed over the past 12 years on NS are accounting, bookkeeping and administration. We work with companies on whatever basis suits them best (daily, weekly, monthly, etc), and ideally if we have view only access…

Mo has some great advice below. In addition to AR (open customer invoices) and AP (open vendor bills) detail, depending on your budget, you may consider importing customer invoice and customer payment history, and also vendor bill and bill payment history into NS. Depending on budget, you may consider going back one year…

Olivier is correct that this can be done many different ways, depending on your specific needs. If you'd like a free web discovery meeting to review your specific needs with us, please contact me directly. For example, we've imported historical invoices as cash sales (easier than invoices and customer payments, but that…

You could post an inventory adjustment, as that would be a quick way to update your records, however it could impact COGS averaging calculation, since it's one transaction on one date, versus many transactions on different dates, thereby it would come up with a different average for future transactions too.