ANS-0993 · FINANCIAL REPORTING
How to Display the Header Level Journal Entry Memo on NetSuite Reports?
NetSuite users can locate and add the header-level journal memo to custom reports by accessing it through the 'parent transaction: memo' field.
Short answer
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 by selecting the field named 'parent transaction: memo'. This field provides the necessary data for reporting on journal entry header details.
Scenario
NetSuite users often encounter difficulty when attempting to include the header-level journal memo on custom reports. The challenge arises because the field for the header memo is not immediately apparent or labeled intuitively within the standard field selection options. This can prevent users from easily extracting comprehensive journal entry details for reporting purposes.
Solution
The journal memo at the header level is indeed available for reporting in NetSuite. To access it, users should look for the field named 'parent transaction: memo' within the report customization or saved search criteria. This field contains the header-level memo information, allowing it to be displayed on reports.
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