Author: Parvathi M R

When a Journal Entry is applied to an Invoice, it may be that this Journal Entry is applied to the wrong Invoice. In this case this Journal Entry would need to be un-applied from the Invoice. Navigate to Transaction > Financial > Make Journal Entries > List. Click Edit next to the Journal Entry in question. From each line, remove the Customer name. Click Save. Popup message: This journal is paying… Continue reading Unapply Journal Entry from Invoice

Many businesses use standard account numbers and the names of those accounts on their general ledger. We can set up account numbers that appear in chart of accounts, transactions, and on most financial reports. To enabling account numbers: Go to Setup > Accounting > Accounting Preferences. Click the General subtab, check the Use Account Numbers box. Click Save. When we enable… Continue reading Chart of Account Numbering

The following are general definitions of possible access levels for permissions. NONE – User doesn’t have access to existing files. The user cannot create new, view existing, edit existing, or delete existing files. This access level makes the Restrict column in the Custom Record subtab invalid. VIEW – User has access to view existing files only. The… Continue reading Access Levels for Permissions

When Full Multi-Book Accounting is enabled, new subsidiaries are automatically saved as inactive. This enables you to add new subsidiaries after secondary accounting books have been added and activated. Go to Setup > Company > Classifications > Subsidiaries > New and create the new subsidiary record. Go to Setup > Accounting > Multi-Book Accounting > Accounting Books. Click Edit for… Continue reading To add a new subsidiary to an active accounting book:

Multi-Book Accounting groups NetSuite records into two categories: Book-specific: Records that are created for only one book. Book-generic: Records that are created and shared across all accounting books. Some book-generic records may have book-specific attributes. Most transactions are book-generic, many with book-specific attributes. Some NetSuite processes, however, can be performed using only one base currency.… Continue reading Multi-Book Accounting categories

Choose Reports > Saved Searches > All Saved Searches. In the Saved Searches list, click Edit next to the search you want to use as a custom KPI. You need to ensure that the search has been defined correctly to display KPI data in the manner you want. On the Criteria subtab, make sure that no date filters are used… Continue reading Existing saved search to be used as a custom KPI

The Global Permissions feature allows users with the Administrator role to assign permissions that apply across all of assigned roles of employees. With global permissions, users with the Administrator role can make changes to each employee’s permissions directly on the employee record. To assign global permissions to an employee: After the Global Permissions feature has… Continue reading Global permission Feature

A memorized transaction is a transaction you set up to recur in NetSuite, such as recurring journal entries. Memorized transactions eliminate data entry and serve as useful reminders. Some transactions repeat throughout the year. Rent is one example; it is paid in the same amount on the same day of each month.The user memorizes the… Continue reading Memorized Transactions

Adding access to this user exceeds the number of licenses you have purchased, either remove access from other users first or contact NetSuite to purchase additional licenses Using your Administrator Role, follow the steps below:  Navigate to Lists > Employees > Employees Edit an existing Employee  Access Subtab > Check if the Concurrent Web Services User is marked

The workaround is to create two employee records for the same employee, add a unique identifier for the second one and then, assign this second employee record to the subsidiary by adding the second subsidiary’s employee center role. To proceed: Navigate to Lists > Employee > Employees > New Populate the necessary fields Add a unique identifier  On the Access tab > mark Give Access and manually… Continue reading Process Expense Report for Employees Assigned in a Different Subsidiary with Different Currency