1,941 results total
Browse the knowledge base by search, topic, audience, and difficulty.
Answer
NetSuite users can add expenses directly to purchase orders by enabling the 'Allow Expenses On Purchase Orders' preference. Expenses can be linked to categories or specific accounts. Alternatively,…
Read answer→Answer
Options on the NetSuite "Create New" bar are based on fields shown on the form. If options like "File" are missing, it's often because a relevant tab, such…
Read answer→Answer
To add multiple List portlets to a NetSuite dashboard, create a Custom Center Tab. Unlike standard dashboards which restrict users to one List portlet, custom center tabs allow…
Read answer→Answer
To add multiple options or lists to a new Matrix Item in NetSuite, utilize the "Save and Create Another" button. This button is located in the second step…
Read answer→Answer
NetSuite allows users to add new options to existing matrix items directly through the user interface. This action automatically generates new sub-items for the newly added options. Additionally,…
Read answer→Answer
Disclaimers can be added to NetSuite transaction forms directly, though their printing depends on form configuration. For PDF customization, legacy Transaction Form PDF Layouts allow adding custom elements…
Read answer→Answer
NetSuite does not allow adding contacts with the same first and last name for the same company by default. To bypass this, manually set a unique value for…
Read answer→Answer
To address customer or lead deletion issues potentially linked to media file dependencies, one reported method involves locating the specific media file. Temporarily inactivating the file, saving, then…
Read answer→Answer
To correct incorrect dates in NetSuite scheduled reports, navigate to REPORTS - SCHEDULED REPORTS - REPORT SCHEDULES. Utilize the CUSTOMIZE link, which provides advanced options not found in…
Read answer→Answer
Yes, it is possible to adjust deferred revenue GL accounts. This typically involves a journal entry to reclassify the deferred revenue balance. For instance, to move a $2…
Read answer→Answer
To adjust NetSuite billing schedules for contract changes, create custom line-level billing schedules. When a contract amendment occurs, add new line items for the changes and assign them…
Read answer→Answer
To change fixed date filters in NetSuite reports from period-based options to more flexible month and day selections, navigate to Home, then Set Preferences, select the Analytics tab,…
Read answer→No answers match those filters.
We use only optional tools to measure site usage and manage HubSpot forms. You can accept, reject, or choose category by category.
Optional tools are off by default. You can change your choice at any time.
Always on. These only remember your consent choice and support site security. No analytics or marketing tool runs in this category.