Hello there, @Lina Fetter Yes. The NetSuite transactions would have to be matched with a corresponding bank transaction to be reconciled. Bank Transactions can either be in the CSV or in other file formats. You can refer to this SuiteAnswers for reference: Preparing CSV files for Import Supported File Formats for Default…

Hello @Robert D. As of the moment, if the Require Approval on Journal Entries preference is set to True, voiding journals are automatically approved. This is why we won't be able to see the voiding journals if we create a saved search for journals with a pending approval status. There is an enhancement file for this one…

Hello again, @Tafara ! Thanks for elaborating on the matter. Let me test this on my end and see if this is feasible. ? I'll get back to you as soon as I have the answer! Cheers! Micah Anyone else who was able to recreate this? Feel free to share some tips!

Hello @Lina Fetter , In using the new reconciliation page, you have to make sure that the Use Match Bank Data and Reconcile in Account Statement Pages has a tick mark on. Navigate to Lists - Accounting - Accounts Choose the Bank Account Put a tick mark on the Use Match Bank Data and Reconcile Account Statement pages Save…

Hello @Robert D. , Upon checking, this is not available yet. It'll be best if we can file a SuiteIdea for this so this can be considered for future enhancements. You can access this SuiteAnswer Article to know how you can submit one. SuiteAnswer: Navigate to SuiteIdeas We apologize for the inconvenience. Micah

Hello @dle_35705 , You only need to update the nexus that needs to be updated. If you do not update them, the system will use the one set on the Default Tax Code which is - Not Taxable - . Hope this helps! __________________________ If you find the reply to your question as helpful, others with the same question might find…

Hello @Lina Fetter , You can create a Saved Search to see the transactions and check. Here's how: Kindly Navigate to List > Search > Saved Searches > New Search Type : Transaction Criteria Subtab Add the following Filters : Type - Journal System Notes - Context > CSV > click Set System Notes - Type > Create > click Set…

Hello @User_7WOCQ , Aside from checking if a Sales Rep is associated to the customer/ transaction and the eligibility period of the Commission Plan, user should also check the account used on the Payment record as follows: Open the Payment record from the Related Records tab of the Invoice On the Account field, make sure…

Hello there, @dle_35705 ! Thanks for creating this thread. Let me tag my colleagues @Joy Noreen Magoling-Oracle and @Ivy Lopez-Oracle so they can help you out on this one. Cheers! Micah

Hello there, @jmack_admin , Let's see how we can update those terms on your quote. I'm tagging my colleague @Shamaine Chan-Oracle so she can check this one out for you. Anyone else who has experienced this? Feel free to comment on the solution that you have applied! Cheers! Micah

You're welcome, @sai teja katkam ! Cheers!

Hello @dle_35705 ! Let me check this one out for you and see what we can do. I'll get back to you with answers ? Cheers, Micah

Heello @Lina Fetter , You can upload a Journal Entry/ies that are listed in an excel file as long as its in CSV format. However, you must use the template. Here's what you can do. Navigate to Transactions > Financial > Make Journal Entries > Import (Administrator) In the Import Assistant page, you'll see the Download the…

Hello there, @Tafara ! Just want to clarify what we want to achieve here. Are we trying to create a search that will show all the Active Resources (Employees) who's start and end dates are within a specific period of time only? It'll be great if you can clarify or expand on the details. Thanks, Micah

Hello @sai teja katkam ! As mentioned in SuiteAnswers Article: Asset Transfer -- when doing an asset transfer between subsidiaries, it is required to have a valid asset transfer records. Hence, we need to setup the Asset Transfer Accounts. We can use SuiteAnswers Article: Asset Transfer Accounts as guide in setting this…

Hello there, @KNason76 ! You can try to use this formula instead --- Hope this helps! Cheers, Micah _____________ If you find the 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 question”, you’ll be able to aid the community to…

Hello, Jade! @User_ZGV8C Were this transactions imported? As per checking, one of the reasons why the Auto Matched Rule does not work is because NetSuite Transactions were imported first before the Bank Transactions. This is also documented in Suite Answer Article: Auto Matching Rule Before NetSuite Transactions Were…

You're welcome, @Hakam Karawi ! Have a great day ahead! ?

Hello Josh! @JoshPNW , You can check out this SuiteAnswer articles to see if it'll be helpful on your end. SuiteSolutions - Rebate Management Rebate Discount Application in Customer Payment Aside from Term Discounts If not, let's see what else we can do. Let me know what you think! Regards, Micah

Hi @farrago , I apologize for the confusion. Our gurus are already checking on this one for you. Let's see what we can do ?

I apologize for the confusion. Let's check this one on our end and see what we can do. ?

Additional details from @farrago (for reference of our other members who will come across this thread too! ?) We just started with Avalara AvaTax for NetSuite. We have a cart issue. There is no tax in the cart. No tax on the payment page. No tax in the order confirmation page where you click to submit the order. No tax…

Hey there @farrago , let's resolve this one on this other thread that you have posted. Will post this comment on that thread too. Avalara AvaTax for NetSuite. Wrong tax until the order is opened in the NS back office. Regards, Micah

I'm sorry that this is frustrating you, @farrago . I would have felt the same way if I was in your position. But let's see what we can do. You have any ideas on what he can do here, @Jeff Pineda-Oracle Thanks!

Hi @User_HD44H , I would like to know how we can achieve this too! So I'll tag my colleagues @Joy Noreen Magoling-Oracle and @Ivy Lopez-Oracle so they can share their inputs ? Regards, Micah

Hi Asher! Let's see if that's possible for those items. Thoughts on this one @Joy Noreen Magoling-Oracle and @Ivy Lopez-Oracle ? Thank youuuu! Regards, Micah

Hey there @paula.courtemanche ! I'll tag my colleague @Shamaine Chan-Oracle on this thread so she can go over this one once she gets back. She's currently out. Let's both wait for her insights on the matter. ? Regards, Micah

Hey there, @KNason76 ! Thanks for creating this thread. Let me tag my fellow gurus who has the expertise on this area so they can shed some light. Anything you can share about this one, @Joy Noreen Magoling-Oracle @Ivy Lopez-Oracle and @Shamaine Chan-Oracle ? Thank you! Regards, Micah

Hello @dle_35705 , Here's what you can do --- First add the column. On the Add Fields box, click on Financial. Click on the Account (Line) and then choose Name (GL-Style) It will now show on the Report Preview side. Move it on the second first column where your date column is right now. by clicking on the Move Left button…

Hello again, @User_7WOCQ , Let me coordinate this one with our colleagues who has the expertise on this area. Let me get back to you on any insights from them. Hope you're doing well! Regards,