Hey there, user @"4309304" I'm Mik. How do you like us to address you? By the way, thanks for creating this thread as others may have been wondering about the same thing as well. Let me tag my colleague - @"Shamaine Chan-Oracle" who is an expert on this one. Any insights on this, Shamie? - Mik @"Micah Timbol-Oracle"

Hey there, user @"nayeem_43955", Should we call you Nayeem or you want to be addressed by your first name? Anyway, thanks for creating this thread as other users may be experiencing the same as well. Tagging my colleague - @"Mikko De La Fuente-Oracle" who has the expertise on this one. Any insights on this, bro? - Mik…

Hey there Mike, Happy monday!! Maybe you can check this one first: 1. Navigate to Lists > Accounting > Accounts > click View/Edit on the Account Record for Fixed Assets 2. Check if the checkbox for Revalue Open Balance for Foreign Currency Transactions is marked If so, this may be the reason why the accounts are being…

Hello there Rafael! Do you want to create another class structure and have the inventory be classified to multiple classes? Hope you can expand on it so we can find the most suitable solution for you - Mik @"Micah Timbol-Oracle"

You're welcome, Eklon. Have a great day ahead. If you have any other questions that you need our help with, please do not hesitate to post another thread. We like collaborating with you guys - Mik

Hi again Eklon, It looks like it can only be accessed by users who have an administrator role. I actually found an enhancement filed for you concern; where users with custom roles can have the ability to access the page. This is documented in Enhancement 272164 Fixed Assets > to be able to access the System Setup page of…

Hello Teresa, Try this one Using an Administrator role: 1. Navigate to Setup > Users/Roles > Manage Roles. 2. Click 'Edit' beside your Custom Role. 3. Under Permissions tab, Transactions subtab, add "Reconcile - Full" permissions. 4. Still on Permissions tab, Lists subtab, add "Accounts - Full" permission. 5. Click 'Save'.…

None of the parsers can be selected for the CSV cause Bank Statement in CSV format are installed manually

Hello Eklon! We're doing so great and we're happy that we get to help you today. Hope you're doing fine as well Anyway, are you trying to add this to a custom role? Here's what you can do: 1. Using Administrator role, navigate to Setup > Users/Roles > Manage Roles > Edit Custom Role 2. Under Permissions tab > Custom Record…

Hey there Paul! Thanks for creating this thread. Let's see how we can help you out on this one. Anyone who would like to share their thoughts, feel free to reply to this thread - Mik @"Micah Timbol-Oracle"

Yay! Thanks for the heads up, Cali ( @"Camille Cagalingan-Oracle" ) ! Hi Mike @"MikeGodbout"let me look into this one further and see what we can do Anyone else who would like to share their insights, feel free to comment on this thread! We love collaborating with you, guys! BTW -- hello Jason, maybe you have some…

Hello Ari, Thanks for creating this thread! Let's see how we can help you. Tagging my colleague, @"Mikko De La Fuente-Oracle", any thoughts on this one? Anyone else who would like to share their insights, feel free to comment! - Mik @"Micah Timbol-Oracle"

Hey again Kenny, Bank statements which are in the CSV format has to be manually uploaded to the system. Here's how: 1. Navigate to Transactions > Bank > Upload File 2. Under Manual Import, * Choose the file * Put a tick mark on Import with a Default Parser 3. Click on Import Hope this helps! - Mik

Hi Kenny, If you're trying to upload a bank statement in the CSV format, you do not need that anymore. Bank statements in that format has to be imported manually - Mik

Hi user @"ACVP", Thanks for creating this thread! Would you mind sharing us your name to make this more personal? Anyway, I checked on your concern and it seems like enabling the Payment Instrument will hide some of the fields. However, let me tag my colleague @"Shamaine Chan-Oracle" who is an expert on this area. Any…

Hello Angel, Maybe we can try using the Deferred/ Capital Expense Report for this too. I tested generating the report on my end by doing the following: 1. Navigate to Reports > Financial > Deferred / Capitalized Expense > Customize 2. Under the Edit Columns tab, a. I deleted all unnecessary fields and retained only the…

You're welcome, Mark! Stay safe

Hey Mark! Welcome back to the community and thanks for creating this thread! Anyway, I looked into your concern and it seems like there was already an enhancement filed for this one. This is documented in Enhancement: 83248 CSV - The ability to import entire groups. I also tried to find an alternative way we can achieve…

Hello user @"rkabot"! Welcome to the community and thanks for creating this thread! By the way, would it be okay if you tell us your name so we can address you properly? And also to make this more personal Anyway, tagging @"Shamaine Chan-Oracle" on this thread as she is the expert on this. @"rkabot" here needs our help -…

Hello Mark! Hope you're having a great day so far and thanks for creating this thread. Any thoughts on this one @"Jan Alfred Forbile-Oracle" and @"Sajishan Sivakanthan-Oracle"? Thanks, Mik @"Micah Timbol-Oracle"

Hello David! Thanks for creating this thread as others may have the same question as well. Tagging in @"Shamaine Chan-Oracle" as she is the expert on this one. David here needs our help - Mik @"Micah Timbol-Oracle" Anyone else who has the same concern or has any insights about this -- feel free to post a comment on this…

Hey Katherine, For the video regarding Auto Bank Statement Import SuiteApp, you can check this one out -- SuiteAnswers ID: 93700 - SuiteApps: Auto Bank Statement Import (ABSI) - Mik @"Micah Timbol-Oracle"

Hey Katherine, With regards to your concern on the video tutorial for the Auro Bank Statement Import SuiteApp, check this one out - SuiteAnswers ID: 93700 - SuiteApps: Auto Bank Statement Import (ABSI) Let me get back to you on your other questions - Mik

You can try to do this one again and see if it'll work successfully this time * Clear browser cache and cookies (Note: This is required.) * LINKING ACCOUNTS IN BANK FEEDS 1. Navigate to Setup > Accounting > Financial Institution > List > View Bank Feeds. 2. Click Link Bank Feeds. 3. Click on Edit Button. 4. On Connectivity…

Hello @"sadelstein", Thanks for creating this thread. I'm Mik! Would you mind telling the community your first name so we can communicate in a more personal level? Anyway, can you answer the following questions so we can look into this one further: 1. Is this the first time you're using Bank feeds? 2. Have you have…

Hello Katherine! Thanks for creating this thread! I hope you're doing great today. Let me double check on this and let me get back to you. - Mik @"Micah Timbol-Oracle"

Hi Jyothi, Do you want to just delete the remaining imported bank data transactions on the To be Matched Subtab or do you want to delete the whole imported data? Scenario 1: If you opt to delete the whole imported bank data and it was already previously used for reconciliation, those items will be unreconciled. So I don't…

Hello Earnest! Sorry it didn't work on your end. Try doing this one instead -- 1. Navigate to Transactions > Management > Saved Searches > New 2. Select Transaction as the Search Type 3. These would be the settings of the search -- Let us know if it worked this time! -Mik

You're welcome, Wendy! If you have any other question/s, do not hesitate to post another thread! We're here to help in any possible way we can - Mik @"Micah Timbol-Oracle"

Hey there again Kenny! I have actually tested your concern on my end. I created a bill and memorized it similar to the standards you set. As we have set the memorized transactions to be created automatically, I went over to the list of bills that I have and I didn't find it there. So I went over the Vendor record and found…