Tag: financials

To prepare historical monthly financials

There are two approaches a user can take when preparing monthly journal entries for historical financial statements: Approach 1 – Load Opening balances and net change entries after that (Net change approach) Under this approach, the client would load the opening balance sheet as of 12/31/2020 as a journal entry dated 1/1/2021. Then, the following… Continue reading To prepare historical monthly financials

Subsidiary Names on Financial Reports

Print the subsidiary names on the financial report based on the subsidiary context by enabling the option to show the report title on the set preferences page. To enable the option, follow the steps below: 1. Go to the Set preferences page 2. Under the Analytics tab, check the field DISPLAY REPORT TITLE ON SCREEN. Result:

Expansion level of financial reports

We can give the expansion level of financial reports on More Options section.1. Customize the one financial reports 2. Take More Options page in the Financial Report Builder page 3. Define an Expand Level for the custom report: Collapse All: Displays only the top levels of data. Level 1: Displays the top level plus an additional one… Continue reading Expansion level of financial reports

NetSuite reports in a spreadsheet(Web Query)

NetSuite’s web query reports allow you to get report results directly from your desktop without having to go to NetSuite.  This is a great feature if you need to look at refreshed NetSuite data in Excel regularly or want to make the data available to users that do not have a NetSuite license. This feature is only… Continue reading NetSuite reports in a spreadsheet(Web Query)