ANS-1245 · ACCOUNTING & FINANCIAL CONFIGURATION
Why is a Credit Card Account Missing from the Account Drop-down in NetSuite?
NetSuite users may encounter situations where credit card accounts are not visible in account selection menus, which can be resolved by adjusting a specific accounting preference.
Short answer
To ensure credit card accounts appear in the account drop-down menu when processing payments or credits in NetSuite, users must enable the 'Expand Account Lists' preference. This setting, found under Setup>Accounting>Accounting Preferences, makes all relevant account types visible for selection, streamlining financial transactions.
Scenario
NetSuite users attempting to pay a credit using a credit card account via the 'Write Checks' interface may find that the desired credit card account is not available in the account drop-down menu. This prevents the selection of the correct payment method, hindering the completion of the transaction.
Solution
To ensure credit card accounts are visible in the account drop-down menu, the 'Expand Account Lists' preference must be enabled. This setting is found by navigating to Setup>Accounting>Accounting Preferences.
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