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@Patrick Fresnosa-Oracle Thank you for the reply. "You can add the original currency of the employee (the exchange rate will be 1), under the Expense tab, click Use Multi Currency, add the currency, foreign amount, date - this will now be the basis of the exchange rate:" Unfortunately, our original currency of employees is…

Hi, @Michelle Jabanes-Oracle thank you. We've completed these steps multiple times over the last few weeks: Delete browser's cache and history Log out and log back in Try using a different browser to check the behavior of the portlet. The issue happens sporadically via browser and mobile app, so it is hard to pinpoint an…

@Michelle Jabanes-Oracle Here is a screenshot of what my coworker can see on his dashboard. Are you saying those charts shown are customizations? He was able to get them to show by checking the "headline" checkbox on the Key Performance Indicator portlett setup.

@Martha Hakes The formula I have used to calculate gross profit is: (case when {accounttype} = 'Income' then {grossamount} else 0 end)+(case when {accounttype} = 'Cost of Goods Sold' then {grossamount}*-1 else 0 end)

@Michelle Jabanes-Oracle Thank you for the comment. If they are replying to a Customer Statement - how do I find/see their reply within Netsuite? (where your email-to address starts with message. mine starts with statements.) I was able to create a saved search using Messages and the subject line, so I am going to go…

@Patrick Fresnosa-Oracle thank you for the details. Is Suitetax a separate subscription or Suiteapp? How can I get some more information on that?

Hi, do you generally suggest using Scripts over Workflows where you can? Example maybe be filling in a field on SO Header with today's date. We can set up a workflow or a script to do this. Is one option "faster" (in terms of waiting when you click save)? Is one option "better"?

@HertsChris There is an order that transactions are processed if they happen on the same day. Maybe that will help straighten it out for you. When transactions are entered on the same date, they are considered by transaction type in the following order: Inventory adjustment worksheets (First-in-day) Purchase transactions…

@Micah Timbol-Oracle Correct, last week all the JE were created properly. I encountered it in all our bank accounts with both deposits and withdrawals.

@Brian D-Oracle If I click on one, it looks like this - big green button at top:

Hi @User_NM4QY We are in Canada and are using Electronic Bank Payments. The set up was pretty simple - we did it in house. You need to create a BAI file that matches the format your bank needs. Each bank has slightly different requirements like: this field is 28 spaces and this field is blank, etc. Our cheque run creates…

The solution that worked was to add the Account field to the form. Perhaps this was a change made required by the 2021.2 update - I'm not sure, because we never had the Account field showing for the last 6 months until this week when it broke everything! Added the field and - everything works again!

@Leonard Mallare-Oracle Thank you so much for the reply! I am having a potentially-related issue with entering Expenses in browser that I have a support ticket open for. I'm hoping these issues are somehow related so let me put a pause on this forum post until I get the other issue resolved! I will circle back here to see…

@Leonard Mallare-Oracle just an update today - 2 other users receiving same error. All users on iphones (up to date apps)

@Leonard Mallare-Oracle Thank you for the details! Has this user been able to add expense reports in the past? Yes How many other users are affected? None that I've found Is the issue reproducible in NetSuite UI? No Is the issue reproducible using the Android version of the App? No Have you tried updating to the latest…

@Patrick Fresnosa-Oracle we were able to get around this issue by copying the Role to a new one (v2) and assigning that to our user. Seems it is just a glitch - caused by unknown!

@Patrick Fresnosa-Oracle Thank you for the response. Yes, the nexuses are proper and unchanged. It is solely one user having this issue. I can enter the exact same information, in the exact same role and get different results. She has the issue with all USA customers - not just one specific one. For the time-being, I have…

@Patrick Fresnosa-Oracle we have just one subsidiary which is based in Canada. This hasn't changed since implementation and we've just come across this issue today. I actually don't see Setup Subsidiaries here, where I am logged in as admin: And yes, we are both using the same role (our Customer Service role). We do have a…

@Tafara Thank you for the confirmation. I think what has happened is they have added it to their reminders so then every time they refresh that - it would count as running the report. That makes sense!

Hi @Tafara , A follow up on this question about my Expense emails Saved Search. Here is how it is set up: Criteria: Results: Email: My hope was it would send an email to the Approver whenever a new Expense report is created. When I check the Audit log - I see the saved search is being run practically all the time - I know…

Hi Dominica, yes I had permissions set to VIEW but changing to EDIT did allow the search/reminder to pop up.

Thank you @Tafara I swapped it to a "run every weekday" report and it looks like it is executing as expected now!

@Tafara The executions do not relate to any updates regarding the specific transaction/type (Expenses, Employees). Does "Send Email Alerts when records are created/updated" mean the search is executed on update/creation of any transaction types, even if my search criteria specifically excludes them?

Thanks Patrick - I have the fields and they do appear and work but the issue is I don't want to have them choose - I want to default all lines on the report for the currency to be CAD and all Tax Code to be CA-EXEMPT. It just ends up being a lot of "click + choose" for each line of an expense report ... it's quite…