Tag: reports

Bank Reconciliation Report Using Saved Search

Construct the Reconciliation report using the saved search. Create a new transaction saved search based on the criteria below: Account Type is Bank Posting is true   Date is on or before today   Cleared is True for Reconciled Transaction And the Result fields are as follows: FIELD SUMMARY TYPE FUNCTION FORMULA CUSTOM LABEL SUMMARY… Continue reading Bank Reconciliation Report Using Saved Search

Excel macro for inserting images from a Netsuite link

An excel macro that can be used to insert images stored in NetSuite cloud to an excel workbook. Requirement for the macro: Adding images to an excel workbook is a straightforward task in usual cases but files behave differently when NetSuite links are used. Files are usually accessed from file cabinet using the NetSuite file… Continue reading Excel macro for inserting images from a Netsuite link

Leaver or Inactive Employee as Netsuite Administrator

#CasesThe Company needs to inactivate an employee.(Most of the Organization does not delete their employee records, they need to keep it as well but she/he not in active employee now) Reason –When an Employee in the organization leaves company –When request to inactive an employee for the Professional reasons –When an employee already was a… Continue reading Leaver or Inactive Employee as Netsuite Administrator

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)