Hi @FM____hx To set up HSBC UK ETF (bacs file) as a payment method, you should follow these steps: Go to Lists > Relationships > Vendors. Click the Edit link next to the name of the vendor. On the Bank Payment Details subtab, check the EFT Bill Payment box, and click Save. Click New Bank Details. Complete the fields on the…

Hi @Todd Niedringhaus Per checking, NetSuite do not have a native Aging Report for open bills. However, in the A/P Aging Detail report, you'll notice that you will see various open transactions like journals, expense reports, currency transactions, and bills. While, in the Open Bills report, you only see open bills.…

Hi @Fartleby I believe this can be done via EFT Payment File however you may need to reach out to your bank to ask for the type of format they require as some requires a specific format and customization. Typically, EFT files are used for electronic payments like ACH, wire transfers, or direct deposits. However, some banks…

Hi @User_Q6HSC Upon checking, this is currently a system limitation in NetSuite and islogged as an Enhancement request under Enhancement # 665415 Payments > Payment Processing > Bill Payment Processing > Exclude Vendor Bills with Exclude From Electronic Bank Payments checkbox marked. You can vote for this enhancement on…

Hi @Kalyan Kumar WS, Upon checking, this is currently a system limitation in NetSuite and is logged as an Enhancement request under Enhancement 219718 Sales by Customer Summary Report> Have the ability to display the foreign currency amount conversion of the Amount (Gross) field which also covers saved search related…

Hi @Gyan , glad to have you with us today and thanks for posting here in the NetSuite SupportCommunity! Greetings,everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! -- In case you know…

Hi @nashvandyke Please try this alternate solution - - Navigate to Reports > Financial > Trial Balance - - Click on the Customer Deposit amount - - In the next page > click Customize - - Under the Edit Columns tab - - Remove the Account column - - Drag the Name column above Type - - Under Filters tab > Transactions folder…

Hi @Mary Rivas By default, NetSuite marks invoices as Paid in Full once the Direct Debit (DD) batch is processed and posted to the in-transit account. However, if you want to prevent invoices from being marked as paid until the bank account is actually reconciled, consider creating a custom workflow or script that…

Hi @User_9MC03 glad to have you with us today and thanks for posting here in the NetSuite Support Community! Greetings,everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! -- In case you know…

Hi @ddennison glad to have you with us today and thanks for posting here in the NetSuite Support Community! Greetings,everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! -- In case you know…

Hi @pkondur , glad to have you with us today and thanks for posting here in the NetSuite SupportCommunity! Greetings,everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! -- In case you know…

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If the above action items were checked and values are populated accordingly, we encourage you to reach out to Customer Support as this may be account specific. Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answerthe question?" if you find the reply on your thread…

Hi @User_M4FRH Per checking, this is still an enhancement. You can vote for this enhancement on the SuiteIdeas page.

Hi @Vandana Srivastava To add the actual item receipt date in the standard purchase order report, you can create a custom transaction body field. First, navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New. Label: Enter Item Receipt Date Type: Select Date Store Value: Enter Checkmark Applies…

Hi @User_ZXXQD can you please send a screenshot of your criteria and results tab?

こんにちは、 標準テスト勘定科目の確認をしたところ、トランザクション保存検索の「条件と結果」タブには1つの顧客フィールドのみがあります。 2つが表示される理由の1つは、お客様のアカウント専用に作成されたカスタム・フィールドがあるかどうかです。これを確認するには、「カスタマイゼーション」>「リスト、レコード、およびフィールド」>「エンティティ・フィールド」または「CRMフィールド」または「その他のレコード・フィールド」に移動します。 参考になれば幸いです。

Hi @Raj_08 Please Check for the Classification Code or a similar field that is designated for tax-related classification on the Invoice record and ensure that the Classification Code is populated with the correct value. This might be a tax category, item classification, or similar value required by Avalara. Also, please…

Hi @User_64PY4 Similar errors were encountered in similar cases from our database. Per further checking, this is attributed to a system limitation that was logged under Enhanacement #206123 CSV> Add> Vendor payment > The default value for “Bill: Bill (Req)” should only show the list of outstanding transaction that can be…

Hi @Vernita I agree with Mark here. Blanket Purchase Orders would indeed be the ideal feature for managing phased deliveries and matching billing in NetSuite. For this, it would be best to reach out to your Account Manager. Another workaround you may consider is Automated Purchase Order Creation via Scripts or Workflow to…

Hi @nashvandyke Per further checking on our database, I found out that this is a current system limitation logged under Enhancement #137106 Report/Searches > Ability to create a ‘Customer Deposit’ report or search and have it show/select all related ‘Invoices' and 'Deposit Application’ covering creation of a report to show…

Hi @User_LUL5V What role are you using? Is this happening on Administrator role as well?

Hi @User_64PY4 I'd like to apologize for the earlier information provided earlier. Per further checking, the ability to link/apply existing Journal Entry to an Open Bills is currently a system limitation. The Enhancement logged for this feature is 206123 CSV> Add> Vendor payment > The default value for “Bill: Bill (Req)”…

Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Please let us know if you need further assistance. If there's none, kindly click "Yes" on "Did this answer the question?" if you find the reply on your thread helpful. This will aid the others with the same question to easily find the correct answer. You will also earn points and may unlock the Answer Accepter badge.

Hi @User_IJB6M glad to have you with us today and thanks for posting here in the NetSuite Support Community! Greetings,everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! -- In case you know…

Hi @Mike Wondrasek, glad to have you with us today and thanks for posting here in the NetSuite Support Community! Greetings,everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated! -- In case you…

Hi @User_6IROO To track accrued items still sitting in Accrued Expenses, you can create an Accrued Expense Aging Saved Search. This can be done by navigating to Transactions > Management > Saved Searches > New. Please refer to SuiteAnswers 26307 Customize an Accrued Expense Aging Report

Hi @jmack_admin as an alternate solution, you may exported workbook and sort the data in the file.