Query Trying to email contacts through the following means with a template, but when I open the drop down list of recipients there is only one entry. Where is this list populated from? Because adding new recipients appears to be for vendors, customers and more which all already have emails associated to them. Solution The… Continue reading Where does the recipient list come from?
Author: Hormese Paul
Bom Revision Rounding up
In the Purchasing/Inventory subtab Inventory Management section, do one of the following:To enable NetSuite to round up the quantity consumed for this item, check the Round Up Quantity as Component box. To prevent NetSuite from rounding up the quantity consumed for this item, clear this box. (This is what you want to confirm – this box is not checked) I was… Continue reading Bom Revision Rounding up
Learn how to setup Automatic Bank Data Import
The Automatic Bank Data Import could be processed in NetSuite in several ways. Users have the option to select either the Bank Feeds SuiteApp or Auto Bank Statement Import (ABSI). To automate bank data imports, NetSuite is using Financial Institution Connectivity Plug-In. Not all banks are using the same Connectivity Plug-In. Due to this, NetSuite developed two types of SuiteApp… Continue reading Learn how to setup Automatic Bank Data Import
How to Delete Imported Bank Data
The Bank Feeds SuiteApp automates the transfer of your bank data from your financial institution accounts into NetSuite. The SuiteApp uses the Financial Institution Connectivity Plug-In and an authorized account information service provider to securely access online financial institution data. User can delete an unreconciled bank, credit card, or corporate card statement if it was… Continue reading How to Delete Imported Bank Data
Chart of Account merge option
The Chart of Accounts is the underlying structure for organizing financial information and reporting. An entity records transactions with a set of codes representing balances by type, expenses by function, and other divisional or organizational codes that are important to its business. Using this, users can merge one account into another if they are the same account… Continue reading Chart of Account merge option
Learn About NetSuite Bank Integration through the Bank Feeds SuiteApp
Bank Feeds SuiteApp is a free SuiteApp that automates the secure bank transfer of your bank data from your Financial Institution into NetSuite. This means, that it will automatically import your bank transactions into NetSuite allowing you to match them off your NetSuite transactions for bank and credit card reconciliation. Using the Bank Feeds SuiteApp allows you the… Continue reading Learn About NetSuite Bank Integration through the Bank Feeds SuiteApp
Important Notes to Remember When Changing Account Types
Account Type field is set up when creating an Account and could not be edited once saved. However, there are instances when the user needs to edit them. Once the following accounts have been created and saved, the Account Type field can no longer be edited, even if there are no transactions yet. Bank Accounts Receivable… Continue reading Important Notes to Remember When Changing Account Types
Partial expense allocation schedule
The Expense Allocation Schedule feature is developed for streamlining the accounting procedure. The Allocation Schedules will allocate expenses across accounts or segments based on a defined, or fixed, breakout. We need to make sure, that we are allocating 100% of the source amount as the partial allocation is not currently possible. Scenario: User wants… Continue reading Partial expense allocation schedule
Set Up Needed Before Processing an Asset Transfer to Another Subsidiary
Asset Transfer is the process of changing the subsidiary, class, location, or department of the Fixed Asset. Note that both simple and compound assets can be transferred. In this article, we’ll focus on transferring an asset from one subsidiary to another and the additional set up needed to transfer it successfully. For you to have a better grasp, we have… Continue reading Set Up Needed Before Processing an Asset Transfer to Another Subsidiary
Required Features for Specific Fields in Setting up Budgets
Setting up budgetary projections for income and expense has been made easy in NetSuite through the Set up Budget page. If you are a new user, you might not be aware that there are certain features that must be enabled first in order to fully utilize all the fields in the page. In this article,… Continue reading Required Features for Specific Fields in Setting up Budgets