56 results total
Browse practical NetSuite answers in Financial Reporting, filtered by topic, audience, and difficulty.
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NetSuite does not natively support filtering customer statements by department. This limitation arises because the Department field is not directly available on the Customer record, preventing its use…
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NetSuite KPI meters do not offer a direct option to change their orientation, meaning users cannot manually configure which side displays green (favorable) and which displays red (unfavorable).…
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To track EBITDA as a custom KPI in NetSuite scorecards, create a custom saved search for expenses, specifically excluding tax, amortization, and depreciation. This filtered expense search becomes…
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When generating financial reports in NetSuite for entities that do not involve consolidation, the system applies the exact exchange rate that was recorded on each individual transaction. This…
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The 'Actual' amount in NetSuite's Forecast vs. Quota Report is calculated based on closed cash sale and invoice totals. This metric provides a precise measure of realized revenue…
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Custom reports in NetSuite may not be directly discoverable through Global Search without specific configuration. To ensure access, users can leverage the report's direct URL. This method provides…
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To edit a NetSuite Financial Report using the correct report builder, do not use the 'Edit' option from Global Search. Instead, first run the desired financial report. Once…
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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…
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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,…
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To calculate the discount amount per item in NetSuite, create a saved search and use the formula `{grossamount}-{amount}`. This formula subtracts the discounted sales amount from the gross…
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Financial ratios can be calculated in NetSuite using KPI screens and saved searches. For complex ratios like EPS or Dividend Payout, statistical accounts may be required. Custom formulas…
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NetSuite supports direct "Budget vs. Actual" reporting and "Forecast vs. Actual" comparisons by creating a forecast budget. For "Forecast vs. Budget" analysis, NetSuite's Planning and Budgeting (NSPB) module…
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