Income Statement Report The standard Income Statement includes the following rows: Ordinary Income/Expense (header row) Income (financial section) Cost of Sales (financial section) Gross Profit (formula row) Expense (financial section) Net Ordinary Income (summary row) Other Income and Expenses (header row) Other Income (financial section) Other Expenses (financial section) Net Other Income (summary row) Net… Continue reading PART 4.1 – The outline layout of Financial Statement Reports
Tag: reports
Balance Sheet- Saved Search:- Feasibility Check
Scenario balance sheet stand report need to be created in saved search Feasibility check -comments 1. A balance sheet saved search can’t be created same as the standard balance sheet report. 2. In the standard balance sheet, the cumulative amount is shown in the balance of each account. 3. But when we check the same… Continue reading Balance Sheet- Saved Search:- Feasibility Check
Replicate Income statement in Saved Search
Scenario Replicate Income statement in Saved search Solution Go to Lists > Search > Saved Searches > New Select Transaction Click Criteria tab Filter: Add the following: Posting Mark Yes Click Set Account Type Select Cost of Goods Sold, Income, Expense, Other Expense, Other Income Click Set Filter: Add Accounting Periods Fields… Select Start Date Start Date: Select Within From: Set the Start Date of the Accounting Period To: Set the Last Date of the Accounting Period… Continue reading Replicate Income statement in Saved Search
Effected Reports when use “All Reports and Financial Only” in the Analytics Preference.
Scenario Can you please help us understand what is the difference between the “All reports” and “Financial only”. Will choosing “All reports”impact/change any other reports? Solution You can define which reports use periods by setting the Report by Period at Home > Set Preferences, on the Analytics subtab. Possible settings are All Reports, Financials Only,… Continue reading Effected Reports when use “All Reports and Financial Only” in the Analytics Preference.
A/P Aging Report by Posting Period – Alternative Solution
Scenario Customer Request a A/P aging report by posting period. Solution Navigate to Home > Set Preferences > Analytics tab Report by Period > All Reports Hit Save Navigate back to Reports > customer/Receivables > A/P Aging Set the Period under the As of field. Please Notes: 1. The set preference is only applicable to the user login.2. Here we will get the result of the unpaid receivables by periods… Continue reading A/P Aging Report by Posting Period – Alternative Solution
Report and Saved Search
Report Saved Search 1 Standard reports for visibility into all areasof your business Filter and match data to answer all sorts ofbusiness questions 2 Easy-to-read, polished format Create custom list of real-time results,based on criteria and filters 3 100’s of pre-built standards reports Use it for yourself or others, as a list, aportlet or as… Continue reading Report and Saved Search
Scheduling Emailing Reports In NetSuite
Requirement: Client needs to send email to a sales rep on every Monday at 8.00am with the report generated. Steps: 1. In report view, click on the clock icon located in the bottom right of the page. 2. Enter a name and date for your report. a. Schedule Name field: Enter a name for the… Continue reading Scheduling Emailing Reports In NetSuite
Intercompany Elimination Reports
Elimination Reports The following reports for intercompany elimination are available: Intercompany Reconciliation Report Intercompany Elimination Report Intercompany Reconciliation Report Intercompany Reconciliation report is used to identify unmatched or incorrectly matched intercompany transactions. This includes intercompany transactions that have not been paired with a corresponding transaction in another subsidiary, and paired transactions that have different amounts… Continue reading Intercompany Elimination Reports
Proposal For รายงานขอคืน WHT report
Proposal summary JCurve Solutions would like to create a new report to retrieve data from Journal vouchers with journal voucher date in the selected date range. And print reports in PDF format. Requirement New report ‘รายงานขอคืน WHT’ to retrieve data from Journal voucher and select Journal voucher type = Bank charge with journal voucher date… Continue reading Proposal For รายงานขอคืน WHT report
Proposal For Inventory Adjustment Report
Proposal summary JCurve Solutions would like to create new a report to retrieve data for data from the Inventory adjustment document. The details for PO No, Supplier, Reference Bill can track only the case of issue out. And print reports in Excel format. Requirement New report ‘Inventory adjustment report’ to retrieve data for data from… Continue reading Proposal For Inventory Adjustment Report