Hello @"Ivar_42618", The ability to mass update Project Tasks is still a system limitation in NetSuite. There is , however, an enhancement filed for this logged under Enhancement 197074: Lists > Mass Update > Mass Update: Ability to mass update the resource assignment on the project tasks similar to the CRM Task. There is…

Hello @"Pierpaolo", * How are you moving the Projects? * When you say that you are not able to run any charges under the destination Projects, are you receiving any error? Or is there any missing button/functionality which prevents you to do this? (Providing screenshots would be of great help.) Thanks and regards, Camille…

Hello @"KariK2", Good day! We are currently in the middle of testing your concern and we want to know if it is by standard behavior of the system to override the Exchange Rate of the transaction being imported to NetSuite. However, we are unsure of what transaction to test. Can you kindly confirm what specific transaction…

You're welcome, @"Hormese Paul". Glad to help. Warm regards, Camille Cagalingan-Oracle

Hello @"solarguy55", The reason why the Customer ID / Customer Name is appearing beside the Auto-generated Number of the Project is because there is an associated Customer with the Project. This is true with other transactions. (eg Sales Order, Invoice, and etc.) The ability to remove the Customer Number and Customer Name…

Hello @"Martin Randall", Thanks for the confirmation. Upon further research, the ability to add a Project Template to a new Project when importing via CSV is not currently supported in NetSuite. However, there is an Enhancement request logged under Enhancement 394163: Ability to Create Projects from Project Templates in…

Hello @"Hormese Paul", Good day! Please try to do the following steps below if they will address your concern about the Transaction Saved Search of Expense Reports: 1. Navigate to Lists > Search > Saves Searches > New. 2. Click on Transaction. 3. On the Criteria tab add the Filter: Type = is Expense Report 4. On Results…

Hello @"Martin Randall", You are correct, you may create a Project and add the Tasks manually or you may create a Project Template with Project Tasks assigned to it for it to be carried over to the Project to be created. May I know the process of how you create Projects via Custom Upload? Thank you. Kind regards, Camille…

Hello @"3970941", Upon further checking, the ability to add a Custom Report in the Customer Dashboard is still logged as an Enhancement under Enhancement 141922: Customer Dashboard > Customer Dashboard Links portlet > Please allow users to add tasklinks for saved reports to Customer Dashboard Links portlet. Feel free to…

Hello Evan S, You may refer at the instructions below on how to amortize Rent Expense using Amortization Journal Entries in NetSuite. 1. Create a Deferral Account for Deferred Rent Expense via Lists > Accounting > Accounts > New and populate the required fields. 2. Create an Amortization Template (Lists > Accounting >…

Hello @"3971247", May I confirm if you don't have the Analytics Portlet available in the Personalize Dashboard Icon Pull Down Tray as shown below? I was able to find SuiteAnswers ID: 77299 Enabling SuiteAnalytics Workbook in Your NetSuite Account. Based on the article, "To provide SuiteAnalytics Workbook access to users…

Hello Evan S, You can amortize Rent Expense using Amortization Journal Entries. However, with regard to the interest tied to it, let me further test if we have the ability to do this in conjunction with the Amortization JE of the Rent Expense. Thank you. Kind regards, Camille Cagalingan-Oracle

Hello @"4127524" May I know if you have the Mexico Localization SuiteApp available on your end? Thank you. Regards, Camille Cagalingan-Oracle

Hello @"Joe Blanchett", Good day! This is to acknowledge your question and to inform you that we will conduct testing on the said concern. We will reply on this thread as soon as we are done with our research and testing on our end. Thank you. Kind regards, Camille Cagalingan-Oracle

Hello @"Gail Birchfield", Good day! The best approach users can do if there is a need to change the Fiscal Calendar of a specific Subsidiary is to use the Multiple Calendar Feature. This feature is available only in OneWorld accounts and is not enabled by default. Once the feature is enabled, users can now create another…

Hello @"Hormese Paul", The deprecation of intercompany journal entries and book specific intercompany journal entries (legacy ICJE) began in 2018.1. You can still continue to create intercompany journal entries, including book specific intercompany journal entries. It started in 2018.1 that the new legacy ICJE records…

Hello @"4018797", Good day! Based on the error message that you are receiving, two reasons might be causing the issue: * A user might have set the Standard Reports from the bundle to Inactive * The original Tax Reports were renamed. (Please note that if there are original saved reports contained in the bundle and we want…

Hello @"4027535", After further research on your concern, the ability to combine two fields in one column is still a current limitation in the system. I have found an Enhancement filed for this which is logged under Enhancement 136735: Customer would like to have the ability to combine two fields in one column. We…

Hello @"Rob Leij", Good day! I understand that it is not a very feasible solution on your end to just disable the said feature as this might be needed in your everyday business operations. This is why an Enhancement has been filed for the said concern. We appreciate your effort in bringing this to our attention and we…

Hello @"KariK2", Good day! I understand that you want to use a different Currency Exchange Rate on your transactions aside from the one provided by Xignite. You are correct that you can manually update the Exchange Rate in each transaction that you create. With regard to transactions imported from another source, may I…

Hello @"Rob Leij", I understand that you want to remove an email address from a Project but no Email field is available in the Project Record. I tested your concern in our test environment and I was able to verify that the email address field is available on Project record when you have Setup > Company > Enable Features >…

Hello @"Abigael Gonida" The Chart of Accounts Mapping in Full Multi-Book Accounting enables you to configure secondary accounting books to post to accounts that are different from those the primary book uses for posting. Unless differences are specifically mapped, secondary accounting books use the same account values for…

Hello @"Jyothi R", You may look at the below for the testing that I have done to replicate the error and how to solve it. This is the original Subsidiary (clx.Subsidiary 2 (GBP)) that I will be assigning to my Vendor (CMC Vendor). Notice that the Nexus of the Subsidiary is United Kingdom. Here are the details of CMC…

Hello @"Jyothi R", The reason for the warning message is because the default shipping address of the vendor, in particular the country information, is not a supported nexus of the subsidiary. You can check the supported nexuses of the subsidiary by going to Setup > Company > Subsidiaries > View the Subsidiary > Nexuses…

Hello @"Jyothi R", May I know if the Accounts appearing when the Report is filtered are Subaccounts of 100001? Or are they Accounts completely separate from Account 100001? You may also try the following steps below and let us know if it will work on your end: * Navigate to Reports > Financial > General Ledger. * Click on…

Hello @"4027535", Good day! May I know what specific customization did you use to add the said columns in your Income Statement? I am trying to add another column by using the Item: Name column which can be seen in the Financial Report Builder's Edit Columns > Add Fields Pane > Expand Financial > Expand Item > Name.…

Hello @"3968361", Good day! Per checking, the Bundle with an ID of 249424 is the Japan Financial Statements SuiteApp. Before installing the SuiteApp, the following features must be enabled from Setup > Company > Enable Features: * On the Company subtab, check Multi-Language under International. * On the Accounting subtab,…

Hello @"4127524", I just want to confirm if the title of the question that you sent is already the entire question as it seems to be incomplete. If not, feel free to reply back in this thread for your full question for us to further understand your concern about the recognition of Sales Tax based on your new Mexico Tax…

Hello @"3989173", For you to be able to customize a Standard Balance Sheet and replicate the Comparative Balance Sheet, you may try to do the following steps below: 1. Navigate to Reports > Financial > Balance Sheet. 2. Click Customize button. 3. Go to the Edit Columns page. 4. In the Add Fields pane of the page, expand…

Hello @"SuiteSean", Per my understanding, the concern is that regardless of the View selected in the Trial Balance, the balances still show as positive amounts. I did try to view my Trial Balance Report using the Total column but my report shows negative balances. Can you kindly send me the following screenshots to further…