Hey Lisa, It is not possible to pull up the actual and budget amounts using the KPI portlets on the dashboard. The only other way to pull up those figures is via the “Search” portlet. However, budget records and transactions involved on a certain account do not have a direct link which limits the ability to pull the…

Let's see how we can incorporate posting period on the formula, Steve. We'll get back to you ?

Hey Lisa, Just to clarify from what I understood -- if transactions started this January 2020, you want the data to be compared January to September VS. January to August? And then moving forward to the next month, you want the search to show January to October VS January to September. Correct me if I understood it…

Hey there Steve, Could you clarify on the period that you were referring to? Is it month, quarterly, or year? ? There are some options for it if you select the Formula (Date) on the Criteria tab But if we could elabote on the specific period we would like, we can try to incorporate it in a formula Thanks, Mik

Hey there, @User_FZNHI ! I branched out the topic you have inquiry with so that other users who has the same the same concern will be able to easily search for it ? It would also be great if you could you elaborate more on exactly we want to attain here? ? -- Mik Others who may want to share their insights, feel free to…

Hey there, @User_FZNHI , Let me check this one out for you and let's see what we can do ? I'll update you as soon as possible! -- Mik

Hello @Jyothi B , Could you check if there are reconciliation rules that were set? (Transactions > Bank > Reconciliation Rules). Thanks. -- Mik

By the way, what specific type of transactions is the Saved Search for? Thanks! ?

Hey there again, Erik! @esegerst We have everything set in one place which is the NetSuite Account Center. Here's where you submit cases and search for enhancements to vote for. All NetSuite users who has the NetSuite Support Center or the NetSuite Support Center (Basic) roles have access to this one. If you have an…

Hello @ssilveri777 , I have only tried to create a formula using days and months. But let's see how we can help you out. We'll try to test this on our end and let you know ? Oh and thanks for creating this thread! -- Mik

Hello there Arun! It's so nice to see you're back! Let me tag my colleague @Erick Dela Rosa-Oracle as he has the technical expertise when it comes to this matter. I'm pretty sure he'll be able to help you out ? -- Mik

Hi @User_F0FC1 ! Great to hear from you again. ? Anyway, can you try it using this URL - https://community.oracle.com/hub/profile/edit then log out and then back in again. See if it'll work. Anyway, as for the answers given by my colleagues Alfred and Sajishan above - if you find it helpful, mark "Yes” on the “Did this…

Hi again @Umair_ ! I have actually tested this on my end and researched a way we can do this, but as of the moment -- there are no fields (eg. employee record) where we can set an account so that whenever we select a name on the Name Field on the Make Deposit page, the Account field will be automatically set. I was…

Hey there, @User_OGS5H , Thanks for creating this thread! Would you mind telling the community your name so we can properly address you? It'll be cool too if you can update your profile! ? Tagging @Shamaine Chan-Oracle , do you have any insights on this matter? ? -- Mik

Hey there again, @esegerst , Unfortunately though, voting for enhancements are limited to users who has either the NetSuite Support Center role or the NetSuite Support Center (Basic) role. If possible, you could ask your clients who has an Administrator Role to add this for you. ? Hope this answered your query. ? -- Mik

Hey there, @Umair_ , Thanks for creating this thread. Could you elaborate more on what we want to attain here? As I understand, you would like to have the deposit account be defaulted to a certain account when a particular "name record" is selected? Kindly correct me if I understood it differently. ? -- Mik

That's great to hear, @User_SAWJV ? 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 find the solution much easier and faster without the need to read through all…

Hi @User_SAWJV , Can you try this one -- 1. Click on hyperlink on the email 2. Change 'https://system.extforms.netsuite.com...' to 'https://*accountID*.app.netsuite.com/...' -- Mik

Hey there, Shelli! Let's see what we can do to help you out on your query. ? Hey @Herdi Rana-Oracle -- any insight on this one? We all know you have the expertise on this ? -- Mik

Glad we were able to help, @NetSuite4All . And great job, @Chance Fry ???

@NetSuite4All , you can try the solution noted in this SuiteAnswer Article: Item Saved Search > Show the account number and name of Income, COGS and Asset accounts. Let me know if it'll work. ?

Hey @NetSuite4All , From what I understand, you are using exactly how the Parent/Child is listed in NetSuite in your CSV file. Am I right? Were you encountering any errors when you do so? I get how tedious it is though. I actually found an enhancement that was filed where instead of using the Parent/Child in the CSV file,…

Hello there, @esegerst ! As of the moment, there is no alternate solution for classifications to be mandatory in specific accounts only. Fortunately though, it looks like a lot of users has been wanting to do the same so an enhancement has been filed. Here are some that I believe would fit into what you would like to…

Hey there @Nairolf ! Thanks for creating this thread. Could you elaborate more on the part where you mentioned about the managing the bank? Would it be alright if you expand on that? Thanks, Mik

Hello @Jyothi B , Thanks for creating this thread! I understand that you need to be able to make multiple fund transfers. I was thinking maybe we could do this through a CSV import. As per checking though, this is still a system limitation. An enhancement has been filed for this one and is documented in Enhancement: 229087…

Hello users @4320142 and @Nairolf ! Hope you guys are doing great! Anyway, I have been wondering about the same thing as well. As I think it may be useful for some to have the time entries recorded per day instead of hours. Unfortunately though, we could only record it in hours. I found an enhancement that is somehow…

Hello @User_HJT9A , Thanks for creating this thread. My colleague @Camille Cagalingan-Oracle will check this one out for you. ? -- Mik

Hello Elias! @OracleUser_L22NI Thanks for creating this thread. Other users who are experiencing the same error will find this helpful. Anyway, tagging my colleague @Pauline Joy Cac-Oracle who has the expertise on this one so she can check this one out for you ? -- Mik

Hello again, @Vernita ! I have coordinated your query with our team and here's what we came up with -- Create a scheduled script (daily or whenever you need - depending on how you want to set it up) which will both: run a Saved Search for the employee/s who was/were not able to submit their time entry. (This SuiteAnswer…

Hey there @NS_YB , Thanks for creating this thread! Other users may have the same query as well. ? Anyway, I'm tagging my colleague @Shamaine Chan-Oracle in here so she can check this one out for you. -- Mik