ANS-0072 · SAVED SEARCHES & FORMULAS
How to Find Non-Billable Credit Card Transactions in NetSuite?
This guide explains how to configure a NetSuite saved search to accurately identify credit card transactions marked as non-billable.
Short answer
To locate non-billable credit card transactions in NetSuite, create a saved search. Configure the search criteria to include mainline'F' and Billable 'F'. This combination effectively filters for individual transaction lines that are not designated as billable to a customer.
Scenario
Users often need to identify credit card transactions that are not intended to be billed to a customer. This requires a method to filter transaction records effectively within NetSuite. A common challenge is accurately isolating these specific non-billable entries from other transaction types.
Solution
To identify non-billable credit card transactions using a NetSuite saved search, configure the search criteria with the following settings: Set mainline'F' as well as Billable 'F'. This combination ensures that the search results display individual transaction lines that are not marked as billable.
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