Hello @Robert D. After you have imported the assets and generated the Depreciation History Records, were the DHRs manually edited? Which of these depreciation records are already posted? FAM Reports are based on the DHRs so this may be one of the reasons why the amounts on the DHRs are correct compared to the Asset…

Hello @Cperez42985 Let me and my fellow gurus, together with our other community members, help you out on this one! Tagging @Joy Noreen Magoling-Oracle and @Ivy Lopez-Oracle. And of course to our members out there who would like to share their ideas, feel free to join the conversation by commenting on this thread! ? Cheers!

Hello there, @dle_35705 Let us help you out on this one. Tagging my fellow gurus - @Erick Dela Rosa-Oracle and @Mikko De La Fuente-Oracle To our members out there who would like to share their insights, don't be shy and join the conversation!

As for adding a period on the Budget Saved Search, this is still logged as an enhancement. This is documented in Enhancement 136701. We apologize for the limitation. But we hope you can vote for it so it can be considered for future releases. Thanks, Lily! ?

Hello Lisa! You may need to have the NetSuite Support Center Role to access it. If you do not have an administrator role, you may ask your administrator to add this to your role.

Hello again, Lisa! It seems like alot of our users have been requesting for the same feature as well that's why an enhancement has been filed for it. It is documented in Enhancement 183033. Hope you can vote for it so it can be considered for future releases. We apologize for the system limitation as of the moment. Thank…

Hello Lily, You can try this one out -- 1. On Budget Vs Actual Report page, click Customize. 2. Go to Edit Columns tab. 3. On Add Fields section, add 12 "Financial > Amount" columns. (January - December) 4. Click each column. - Set the following values: Alternate Period Range Type = Relative to today's date Alternate…

Hello Lisa! For auto-create posting transactions, journal entry postings are not yet currently supported. You may also want to check this video out. This can be very helpful for you to be more familiarized with the feature ? Hope this helped! _________________ Kindly click "Yes" on "Did this answer the question?" if you…

Hello there, Lisa! Let us check this one out for you and see what we can do. Tagging my colleagues @Mikko De La Fuente-Oracle , @Erick Dela Rosa-Oracle ? For our dear members out there who would like to share their thoughts regarding the matter. feel free to comment on this thread! ?

Thanks for providing the screenshots, Robert! ☺️Let me test this one on my end and see what we can do. For our other members out there who is experiencing or has experienced the same, do not hesitate to share your insights by commenting on this thread! ?

Hello @User_FZNHI Navigate to Reports > Financial > Trial Balance Select the As Of Period you need Set Subsidiary Context = Parent Subsidiary (Consolidated) Click Customize Under Filters section, expand the Trial Balance folder and add the Subsidiary field Set the filter to the subsidiary that you would like to run…

Hello there, Robert! @Robert D. Can you provide a screenshot of the following so we can look into it further? Asset Records 5617 and 5650 Depreciation Method Record used for both of these assets Do not forget to hide sensitive data on your screenshots. Thank you!

Hello there, @User_H1S6J ! Could you elaborate more on the matter? As I understood it, there are already transactions in the system and you want them to be linked to the project once the feature is enabled and project is created. Kindly correct me if I got it wrong so we can look into this one further. Other members out…

Hello @LavenderBlue You can view it by navigating to Reports > Financial > General Ledger. Scroll the You can change the Period and From and To fields. You can use the scroll bar on the right side of the page to help you navigate easier. You may create journal entries using the Retained Earnings account when logged in as…

Hello @chuckles_5887 ! Thanks for creating this thread! This will be helpful for those who has the same query in the future as well. Let us check on this one and we'll get back to you with answers! Other members out there who want to share their insights? Don't be shy and participate on the thread by commenting! ?

Hello there, @User_LJH50 ! I checked on your concern and it seems like there is an existing defect filed for it. You may need to file a case to support through our SuiteAnswers page so they can look into this one further. Hope this helped!

Hello there @kastnerd ! Let us help you out on this one! Tagging my colleague @Shamaine Chan-Oracle so she can share the best practices on this. Other members out there who would like to share their insights? Don't be shy and comment on this thread! We love collaborating with you guys! ?

Any other members out there who are experiencing the same or has encountered the same issue and was able to resolve it? Do not hesitate to participate on this thread by commenting! ☺️

Hello there, Teresa! Could you elaborate more on the issues that you are experiencing when accessing the aforementioned files? Are you getting an error? This would help us investigate more on the matter. Thanks!

Hello there again, Vernita! You can enable the Consolidated Projects on Sales Transactions. By using that, you'll be able to choose a project on the line level. It will depend though on the customer that you will be selecting. You can refer to these SuiteAnswer Articles to know more about it: Using the Project…

Sure thing, Jon! Thanks again for opening this topic in our community ☺️

To resolve the problem, you may need to enable Issue Management. Enable the feature at Setup > Company > Setup Tasks > Enable Features > CRM tab > Support > Issue Management. Note: This can only be done with the Administrator role.

Other members who may want to share their insights on the matter, don't be shy and participate by commenting on this thread. We would like to know how you're handling this too. ☺️

Hello @JonC55 Since this is still logged as an enhancement, some users opted to export the report and edit it in excel instead. As for the enhancement, it'll be great if you can cast your vote on it so it can be considered for future releases. It is documented in Enhancement: 209372 Report: Financial Report Builder: To…

Hey there, Jessica! Let's see how we can do this. Tagging my colleague @Jeff Pineda-Oracle so he can share some insights on the matter. To our members out there who would like to share their thoughts, don't hesitate and join the discussion by commenting on this thread! We love collaborating with you guys! ? Cheers!

Thank you so much for sharing the solution to the community, @asepulved96 ! You're the best! ☺️ Also, if other members are wondering, here's how it can be done. 1. Using the Administrator role, navigate to Transactions > Bank > Use Credit Card 2. Hover to Customize link > Click Customize Form 3. Under the Screen Fields tab…

Hello Jinbai! ? Make sure you have this set up too. 1. Navigate to Setup > Users/Roles > Manage Roles 2. On Permissions > Transactions sub tab, add the these permissions: * Make Journal Entry (Edit or Full) * Posting Period on Transactions (Full) * Import CSV File 3. Click Save

Hello there, Bob! Let's see if there is a way we can achieve this through a workflow. We'll get back to you with answers. For our members out there who would like to share their insights, don't be shy and join our discussion! ?

Hello Liz, I believe the ability to toggle the filter to calendar year is still an enhancement. You can customize the report though. You can try this out --- Navigate to Reports > Financial > Income Statement (for example) Click Customize On the Edit Columns tab Expand Financial folder Select Amount Alternate Period Range…

Hello @George Mihaylov ! Thanks for creating this thread! Let us - gurus and other members of the community - help you out on this one! Tagging my colleagues @Jack Daryl Espiel-Oracle and @Pauline Joy Cac-Oracle. And to our dear members out there who would like to share their insights, feel free to comment on this thread!…