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Thank you so much Shyam Bandari That worked. A follow up question on this (sorry, it should have been part of my original post), do you know whether it is possible to lock the record and prevent editing once approved and once 'email' is selected from the actions menu? (or if a bulk email mass update is done?)

Thanks so much for all of your help Pauline. I really appreciate it. There is only one final step I am getting stuck with: Is there a way to set the workflow so that if the administrator/journal approver were to edit the journal, the status would return to pending approval? (or require the journal creator to resubmit?)

Thanks H-Medina Is it not possible to change the settings (at a project level maybe) so that only the project manager or someone on the resource list designated as a 'project manager' on the resource list can approve the time entries that relate to that project? If that were the case, I would have thought that would…

Hi There appears to be a page created called 'Temp - Assignee List' by the team that did the implementation on our Netsuite. I am assuming they were not able to find the default, system 'assignee' list so created another record for this. If I wanted to unhide the default Netsuite one (to avoid using the custom created…

Hi Medina We just tried again right now for this user and myself and we didn't have the date auto-populate. We had manually deleted this last time and Netsuite seems to have remembered this preference. Thanks for your help anyway

I have found a few scripts online for mass updates to delete records and have deployed them successfully. I was hoping to modify one of these to adapt it for this purpose. I am getting a bit confused with the elements of the suitescript and which part needs to be changed from deleting the record to updating values Thanks

Hi Mikko De La Fuente Yes, there is time entered against the task for some of the records I am trying to update (there are multiple tasks with the incorrect category of .billable entered when they should be non-billable) Is there an existing script that can be used to create a mass update to update these records? Thanks

Hi H Medina The user has logged out and logged in multiple times. I think I managed to work out what the issue was: There is a start date that is automatically being filled in under the admin role to equal the end of the current month (31st Jan 2020) Under the AR role, when a bank rec is done the default start date being…

Hi H-Medina Thank you for your response and sorry this took so long for me to respond: 1 Yes, it is showing as unreconciled and uncleared on the checking register: 2. No the transaction is not on the summary report: When I drill down on this figure: 3. Yes, the transaction is on the 'Reconcile Bank Statement' Page: thanks

Hi Michelle I have tried looking at the lists>relationships>groups option though the "mine, my team, etc" grouping used by Netsuite is not visible there. The only group that is there is one I had created to assign file cabinet access to. What I was after was a list showing what Netsuite considers to be "my team" when it…

Thanks Michelle. As a follow up, do you know where I can see how the grouping of 'my team' is defined? i.e. Which field is being used by Netsuite to determine what is considered 'my team'? Is this based on the same department, team leaders, subsidiary,etc? Is this group customisable? thanks

Hi Pauline I have tried this per the screencaps below though am not getting the right result: A few things I was expecting & questions I have about the workflow: Using the unapprove button, I would have thought the status would change from "approved for posting" to pending approval? Similarly, pressing the 'reject' button…

Hi Michelle I have tried this and it hasn't solved the issue. I have noticed that the grouping on the filters appears for some saved searches and lists and not others. For example, for time entries, the 'my team; mine,etc' is the only filter available for employees. For other lists such as employee leave requests, those…

Thanks Mikko De La Fuente I can't log a case with support or vote for an enhancement (since I do not have access to the support via Suiteanswers) though that is definitely good to know that a possible enhancement is being considered for this

Hi Michelle Jabanes The role I am using at the moment is Administrator. I can't see the settings for this though it doesn't appear to have any restrictions. Thanks

Hi H Medina-Oracle There are 190 active employees. It is inconsistent in terms of when it shows. In some drop downs, such as the time entry, it only shows 'mine, unassigned,etc'. When selecting project managers from the employee drop down, it lists all active employees. Are time entries and other employee lists sourcing…

Thanks Camille So even if the scheduled report is sent as an attachment, it is not possible to use today's date as part of the the subject line to be auto populated? Is my understanding correct?

The field in the pink box

Hi Camille Yes, I was wanting to change the subject line of the email when sending the scheduled report. How do I make the subject line populated with a formula? I have tried {timebill.date} in the subject line so that the subject will populate with the results of the 'timebill' table and date field Is there a way to use…

Thank you so much for all your help Pauline! That worked perfectly

Hi Pauline I have changed the status to 'Released' and will wait 30 mins to see if that works The Financial Controller role, which is what I had added to the custom field's permissions list, doesn't appear to be populating the "annual salary $" (the unlocked field). I have given myself access to this role to test it and am…

Hi Pauline I finally got access to the sandbox account again and managed to test the proposed solution. Unfortunately, it doesn't appear to be working. Here are screencaps of the set up: Screencaps of the custom unlocked field: I have tried the 'execute now' to test the workflow though am finding that it populates in the…

Hi Pauline The account with the locked annual salary field is offline for the next few days (another team in my organisation is using it for development work).. I have access to a demo account and have created a custom field and attempted to replicate the 'access' tab from the annual salary field tab so I can test the…

Hi Jack Thanks for your help. So to make sure my understanding is correct, if a custom field is used to display a name and not Netsuite's default employee ID, the type ahead functionality would not work (e.g. if someone starts typing in the first name). However, I am guessing the 'list' function would still work? Thanks

Thanks for your help again Pauline (you are awesome!) The screencap below shows the current configuration of the locked field: I will try the workflow solution you have suggested and let you know how I go Thanks again

Hi Pauline Yes, the payroll administrator (also the administrator) role (which is the one I am logged in as when creating the workflow) both have access to that field. Given that, shouldn't I be able to create a custom field that sources from the locked field? I have reached out to the bundle owner who has said they are…

Thank you so much! I will try this and let you know how I go

Thank you Pauline. I had an attempt at this yesterday though wasn't sure which part of the standard workflow dealt with the 'edit' an approved journal part? Specifically, how to resend this to the original approver based on this event

Thank you. I will install that bundle and see if I could modify workflows around this.