Hi @"Hormese Paul" Expense Reports: * As per checking, these are the current functionality for the Expense Report Approval: * Expense Reports pending Supervisor Approval can ONLY be seen by the Employees Supervisor * Expense Reports pending Accounting Approval can be seen by anyone with access to the Approve Expense…

Hello @"Martin Randall", Based on my testing and research I found out that the in the Time saved searches or even in the report generation, there is indeed no System Notes Fields filter that will pull up the information that we need. Even if the System Notes tab is available in the Time Tracking page, there is no way for…

Hello @New_44789, I checked on your question and was able to confirm that an enhancement has already been filed for this one. This is documented in Enhancement: 205384 Lists > Search > Saved Time Search > Ability to pull up Available hours in the results tab. You may also want to refer to these SuiteAnswer Articles:…

Hello @"Hormese Paul", For the Project Timesheet, here's what we can do -- Check the Project Record first: 1. Navigate to Lists > Relationships > Projects 2. Edit the project 3. If you're using the Standard Project Form, on the Preference Tab you'll see the Time Approval field. 4. Make sure to select: Project Time Approver…

Hello @"Martin Randall", I understand that you want to be able to create a search that will show the date when the timesheet was submitted for approval. Here's how -- 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select TimeSheet 3. On the Criteria Tab: Add Approval Status = Pending Approval 4. On…

Hello @New_44789, This is to acknowledge the receipt of your question. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Regards, @"Micah Timbol-Oracle"

Hello @"Martin Randall", This is to acknowledge the receipt of your question. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Regards, @"Micah Timbol-Oracle"

Hello @"Hormese Paul", I understand that you want to know the hierarchy of the preference: First Day of the Week when set at the company, subsidiary, or user level. Weekly Timesheets is only affected by the company and subsidiary preference. If you change the first day of the week preference for your company, the newly…

Hello @"Hormese Paul", This is to acknowledge the receipt of your concern. Let me check this first on my end and I'll get back to you with my findings. Regards, @"Micah Timbol-Oracle"

Hello @"Kelsey Ingram", It's nice to hear from you again! Allocation schedules are used to generate journal entries that distribute expenses to the appropriate accounts, departments, classes, and locations. The feature does not include allocation to different employees. With Expense Allocation, we can allocate: * from one…

Hello @"4209550", Glad to know you are as enthusiastic as we are with the new feature that NetSuite released for the Bank Reconciliation. To be able to resolve your concern. Here's what you can do. 1. Navigate to Lists > Accounting > Accounts 2. Click on Edit on the specific account that you want to appear on the Match…

Hello @"4014549", As of the moment, the default process is for the system to securely download all of the bank transactions in the last 60 days. There are no enhancements filed yet for the days to go farther than that. But if you would like to import transactions that are more than 60 days old, you may opt to import it…

Hello @"paula.courtemanche", As of the moment, the ability to show the "Approved By" on the Time Saved Search is still logged as a future enhancement. This is documented in: Enhancement: 379045 Reports > Save Searches > Time Search > Results Tab: Ability to have System Notes Fields available. The main reason why System…

Hello @"paula.courtemanche", Hope all is well with you. This is to acknowledge the receipt of your question. Let me investigate on your concern and I'll get back to you with my findings. Regards, @"Micah Timbol-Oracle"

Hello @"Kelsey Ingram", Good day! This is to acknowledge the receipt of your question. Let me investigate on this one first and I'll keep you posted on any update. Thanks and Regards, @"Micah Timbol-Oracle"

Hi @"Kenny Wise", There different types of file formats you may use to import your bank statements into Netsuite. Here are the list as documented in SuiteAnswers ID: 67453 - Supported File Formats for Bank Data Import 1. BAI2 (Bank Administrative Institute Version 2) TXT with UTF-8 encoding On guidelines on how to set it…

Hello @"Martin Randall", Hope all is well with you. Here's what you can do -- 1. Navigate to Reports > Saved Searches > All Saved Searches > New 2. Select Time 3. Put a tick mark on Use Expressions. 4. Copy the following: 5, Add other additional filters if needed. Note: You do not need to change the date every time you run…

Hello @"4183433", Hope all is well with you. As per testing, both lines will appear on the timesheet. You may opt to remove the line with zero hour on it by editing it. If you want to read more about Timesheets, you may refer to the SuiteAnswers Article (51414): Weekly Timesheets. Regards, @"Micah Timbol-Oracle"

Hi Kelsey @"4205059", You're welcome! Hope you have a great day ahead! Regards, @"Micah Timbol-Oracle"

Hello @"gpearson", There are three options we can achieve posting the memorized transaction twice every month: There are three options to your concern since you can't select twice a month on Time period. Please see below options to consider. Option - 1 -Edit the Memorized Transaction > Recurring tab > Set the Repeat every…

Hello Kelsey @"4205059", As of the moment, the ability to change the Account Type is still logged in as an enhancement. This is documented in Enhancement 22411: Fixed Assets Accumulated Depreciation: Change Account Type. You may also want to refer to these SuiteAnswer Articles: SuiteAnswers ID: 30288 Steps to Navigate to…

Hello @"gmihaylov", Try this one -- 1. Download the preferred template for Asset Transfer by navigating to: Fixed Assets > Transactions > Asset Transfer > CSV Import. On the Bulk Asset Transfer Page, click here for a sample file. 2. Open the downloaded file and delete the Asset Type, Subsidiary, Class, and Department…

Hi Kelsey @"4205059", Deferred Expense account is a system-generated account and Inactivating/Deleting the Account record is not possible via User Interface. Letting this account be inactive can possibly impair the Amortization feature. Note that System Generated Accounts should not be inactivated so features are not…

Hello @"4205059", Hope all is well with you, The error is encountered because the "Use Account Number" is enabled in the account and the GL Account that the user is trying to inactivate has no Account Number when it was saved. In order to resolve this, kindly do the following: 1. Remove the tick mark on the Use Account…

Hello @"gmihaylov", Hope all is well with you. The most common reason why we receive errors when performing an Asset Transfer via Import CSV is because of the format of the values on the CSV file. Here's what we can do: Asset = Internal ID only. Make sure there are no commas Location = With hierarchy. (Parent Location :…

Hello @"gmihaylov", You may opt to use the internal ID of the Asset and the Location instead. So your CSV file will only have the following: Example: Asset, Location 1,3 Let me know if that worked. Regards, @"Micah Timbol-Oracle"

Hello @"gmihaylov", Good day! This is to acknowledge your question and to inform you that we will further review your concern. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Regards, @"Micah Timbol-Oracle"

You're welcome, @"Vesna LB". Glad I was able to help! Regards, @"Micah Timbol-Oracle"

Hello @"gpearson", Good day! This is to acknowledge your question and to inform you that we will further review your concern. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Regards, @"Micah Timbol-Oracle"

Hello @"MRKCNEED" Hope all is well with you. To identify the Time-Off Type from Approved Time Off Request in the Time Sheet, the Administrator must edit the Time Entry Form they are using for time tracking: * Navigate to Customization > Forms > Entry Forms * Click Edit beside the Time Entry Form users are currently using…