Issue: An issue was encountered where the Edit button was still visible to users, even though certain records were locked through workflow processes. Although users were unable to edit the transaction due to the lock, the presence of the Edit button created confusion and led to unnecessary attempts to make changes. Here is a step-by-step… Continue reading Edit Button Visible for Locked Records
Author: Swathymol O U
QuickBooks Search Functionality
Accessing the Search Function Initiate the Search: To begin, navigate to QuickBooks and locate the Search icon positioned at the top right corner of the interface. Click on the icon to open the Search window. Enter Your Query: In the Search window, you’ll find a designated Search box. Input the specific item, transaction, or activity… Continue reading QuickBooks Search Functionality
Bill Payment and Applied Transaction Report in QuickBooks
In understanding which transactions are linked to payment records, QuickBooks offers a convenient way to fetch bill payments and their associated transactions. Log In and Navigate to Reports: First things first, log in to QuickBooks account. Once you’re in, head over to the Reports section. This is where you’ll find all sorts of useful financial… Continue reading Bill Payment and Applied Transaction Report in QuickBooks
Payments and Applied Transactions in QuickBooks
In QuickBooks, extracting payment and applied transaction details provides insight into which transactions are associated with specific payment records. To access this information, users can follow a series of steps within their QuickBooks account. Firstly, log in to the QuickBooks account and navigate to the “Reports” section. Within this section, locate and select the “Invoices… Continue reading Payments and Applied Transactions in QuickBooks
QuickBooks Reports for Migration
We might need reports from the customer’s legacy system, to get the transaction details for data migration into NetSuite. Here are some ways to fetch transaction details, if the client is using QuickBooks. First, the QuickBooks account must be logged into, and then the “Reports” section should be accessed. By searching for “Journal” in this… Continue reading QuickBooks Reports for Migration
Rejecting a Record Entry Only if the Reject Reason is Entered
When an estimate is rejected, it is crucial to provide a mechanism for adding a reject reason. Initially, in the workflow action, “Go to record” was chosen, and the “open in edit mode” checkbox was selected to allow users to modify the current record. Additionally, the reject reason field was designated as mandatory. However, a… Continue reading Rejecting a Record Entry Only if the Reject Reason is Entered
E-way Bill Functionality in NetSuite
Under the comprehensive tax framework of India’s Goods and Services Tax (GST), the movement of goods by registered transporters demands adherence to specific regulations, notably the mandatory requirement of an Electronic Way Bill, commonly known as an E-Way Bill. This digital document serves as a crucial component for the seamless transit of goods between different… Continue reading E-way Bill Functionality in NetSuite
Email Reminders to Finance Managers Roles: A Custom Workflow Solution
Requirement: The Estimate of the client is approved by Finance Manager of the organization. An email reminder needs to be sent to the Finance Manager regarding any pending estimates awaiting approval immediately upon the creation of the estimate. Challenge faced: Sending timely reminders to finance managers about pending estimates for approval can be complex, particularly… Continue reading Email Reminders to Finance Managers Roles: A Custom Workflow Solution
Changes Not Reflecting in Renamed “Class” Field
In NetSuite, the term “class” has been renamed to “Service lines” as required by the client. However, despite this change, users may notice that the old label “class” still appears in transactions when creating new records. This discrepancy occurs because the field labels for records on existing custom forms are not automatically updated when changes… Continue reading Changes Not Reflecting in Renamed “Class” Field
Event Deletion in NetSuite with Mass Update Feature
Managing a large volume of events in NetSuite can be challenging, especially when it comes to deleting them in bulk. Fortunately, NetSuite offers a powerful solution to this problem through its Mass Update feature. Navigate to Mass Update: To access the Mass Update feature, navigate to Lists > Mass Update > Mass Update from the… Continue reading Event Deletion in NetSuite with Mass Update Feature