330 results total
Browse practical NetSuite answers in Finance/accounting team, filtered by topic, audience, and difficulty.
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To show the approver's name on an Expense Report Saved Search, use System Notes. Filter for changes in `document status` where the old value was `Pending Supervisor Approval`.…
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To expose the header-level journal memo on NetSuite reports, navigate to the report customization options. The header memo is not directly labeled as 'JE memo' but is accessible…
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To display the unbilled amount at a line-item level on a Sales Order saved search, use a formula field. Since standard 'Amount Unbilled' fields are not line-level, calculate…
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To dispose of a NetSuite asset as a write-off without generating an invoice, navigate to the Asset Disposal screen. On this screen, simply change the 'Disposal Type' field…
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NetSuite generally prevents GL-impacting changes in closed periods. However, non-GL modifications, such as updating memos or custom fields, are permissible if the period's 'Allow Non-G/L changes' setting is…
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NetSuite offers robust expense management features and documented best practices. The optimal approach for expense entry, including vendor records, expense accounts, and items, is influenced by accounting detail…
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To manage property taxes in NetSuite, create a Vendor Bill. This bill should be issued to a vendor record specifically set up to represent the relevant tax institution.…
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When issuing NetSuite credit memos, ensure the item price matches the refund amount. For items not returning to inventory, uncheck the 're-stock' box. Best practice is to use…
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To electronically file 1099 forms from NetSuite, utilize a saved search to generate required data fields. This data can then be imported into a third-party software, such as…
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To enable account printing on NetSuite cheque and bill payment vouchers, navigate to Setup > Company > Printing, Fax & Email Preferences. Within the Printing tab, locate and…
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NetSuite includes standard EFT payment formats for vendors and employees, and Direct Debit for customers, as part of its Standard edition (not CRM). A no-cost version provides basic…
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To accurately reflect 1099 eligible expenses and ensure they appear correctly on forms, it is best practice to utilize a separate, dedicated account. This approach provides clarity, simplifies…
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