Hello there again, Michael! The amounts that will be pulled up will be based on the records you have in the system which would be the same as what you have in the reports. As for you other queries, I believe my colleague @Erick Dela Rosa-Oracle who has the expertise on the area can share his insights ?

Hello there, @BWM- Shem , I believe this SuiteAnswer Article will be very helpful. It explains the topic thoroughly :) Year-End Closing Hope it helps! ____________ If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your…

Hello there, Maurice! This is possible. The system automatically creates and forecasts depreciation values and schedule for the entire life of the asset upon its acquisition. For assets that are manually created and imported via CSV, a scheduled script runs every Sunday to check which assets do not have a depreciation…

Hello Vernita! This has already been filed as an enhancement request. It is documented in Enhancement: 160869 One World: Reports > Financial > Column = Subsidiary : Be able to set the sort order subsidiaries display as columns. It'll be great if you can vote for the said enhancement so that it can be considered for future…

Hello there, @LavenderBlue ! This has been tested, researched, and coordinated internally and we verified that the said functionality is currently unavailable within NetSuite. I have found an enhancement request filed for this one though. It is documented in Enhancement 216534 - Transaction Saved Search > No value under…

Hello there, @User_B1J9S ! Could you check if the employee records are set to inactive? This may be the reason why the allocation is not pulling up the employees. __________________________ Kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the…

Hey Kev, @User_B1J9S Here what you can do: On your Income Statement Report, click Customize button On the Edit Columns tab, expand Financial folder Expand Entity (Line) folder, and click on Name field Click Preview Hope this helps! _______________ Kindly click "Yes" on "Did this answer the question?" if you find the reply…

Hello there again, Paula! We have tested this on our end and it seems like Allocation Batches and Schedules are not supported in the Copy to Account feature yet. For future reference, you can check this SuiteAnswer Article ? Hope this helped! ________________ Kindly click "Yes" on "Did this answer the question?" if you…

Hello there, John! Nice to bump into you again! And thanks for creating this thread! I'm tagging my colleagues @Joy Noreen Magoling-Oracle and @Ivy Lopez-Oracle so they can help you out on this one! To our members out there who would like to share their insights, don't be shy and join the conversation by commenting on the…

Hello there Kev, @User_B1J9S Thanks for creating this thread! Let me test this one on my end and see how we can do it. I'll update you as soon as possible. ☺️ Any of our members out there who was able to achieve this? Share your insights by commenting on this thread! Cheers!

Hello there, @paula.courtemanche Thanks for creating another thread!☺️ Let us check this one out for you. We'll update you as soon as possible. But for our members out there who would like to share their insights, feel free to comment on the thread! CHEERS!

Hey there, @paula.courtemanche Thanks for creating this thread! Pretty sure some of our members out there has the same question and will find this very helpful! Tagging my colleagues @Erick Dela Rosa-Oracle and @Mikko De La Fuente-Oracle so they can share their insights! ? To our members out there who would like to join…

Hello again, @MJ NCO ! We're collaborating with our other colleagues to check on this one. We'll update you once we get the answers from them ?

Hello there, Kenny! @Kenny Wise Go to Setup - Accounting - Accounting Preferences - General Tab - Under General Ledger, put a tick mark on Show All Transaction Types in Reconciliation. Hope this helps! ? __________________ Kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful.…

Hello Amar! @User_6Z1W1 Thanks for creating this thread! Could you provide us a screenshot of the saved search that you made? It would also be helpful if you can tell us whether you are using an administrator or custom role. To our members out there who would like to share their insights - don't be shy and join the…

Hello there, Michael! You can actually customize the Budget VS. Actual reports for this. (Navigate to Reports > Banking/Budgeting > Budget vs Actual > Customize) You can refer to these SuiteAnswer Articles: Budget Vs. Actual Calculations Customize Budget vs. Actual Report to Have Columns for Total Actuals / Budget and…

Hello there again, Robert. Could you share with us the Accounting Periods that you are using? So we can compare it to the report that you have shown us? And yes, it may be related to the said Enhancement. The depreciation might have different periods and this causes incorrect balances on the reports.

Hello there, @User_M8IWD , Tagging my colleagues @Ivy Lopez-Oracle and @Joy Noreen Magoling-Oracle so they can share their insights. To our members out there who has experienced the same, don't be shy to share your thoughts!

Hello again! You can create an expense category for that. That way, when submitting expense reports, users can choose this category and fill in all the necessary fields. Here are a few SuiteAnswer Articles you can refer to: Expense Categories Creating an Expense Category As for the integration on mobile devices where…

You're welcome, Colleen! Let us know how it turns out ☺️

Colleen -- I have found out that the best way is to exclude the transactions. So if the troubleshooting process I mentioned above doesn't work, it'll be best to file a case for this. This might be a defect when importing transactions from Chase Bank and all the other banks which you were not able to mention. It's best that…

Hey there, @Asher_123 ! That's great to hear! It'll be wonderful if you can share to the community the solution you found. We appreciate it! ?

Hello Colleen, To initially troubleshoot your concern, kindly follow below steps: Note: Clear first your browser's cache and cookies (This is required) A. Manual Refresh of Bank Data for Bank Feeds 1. Update the Bank Feeds Format Profile Records a. Navigate to Setup > Accounting > Financial Institution > List b. Click View…

Hello there @User_B1J9S ! What did you change specifically on your Chart of Accounts?

Thanks for sharing these notes, @CDuf ! ☺️

You can go to the Make Deposits and Write Checks page and see if there are mandatory fields in there. These fields have asterisk * on it. ?

Yay! Glad it's helpful for you too, Colleen! ? @CDuf

Hello there, @MJ NCO ! I think you may find this SuiteAnswer Article: Calculate Mileage in an Expense Report Using Client Script helpful ☺️ To our other members out there who would like to share their insights regarding the matter, feel free to join the conversation by replying to this thread! __________________ Kindly…

Hello there, @User_RKSZR ! The pop-up box to create a new Check or Deposit on the Match Bank Data page does not support custom forms or fields where the user added new mandatory fields. Could you check if you are using a custom form when writing checks or making deposits and if there are mandatory field/s in there? As of…

Hi Robert, you can just check the DHRs for assets FAM005617 and FAM005650 first ?