56 results total
Browse practical NetSuite answers in Financial Reporting, filtered by topic, audience, and difficulty.
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To prevent double-counting, NetSuite reports often exclude certain transaction types. These exclusions are configurable. For Sales Reports, if "Expand Account Lists" is not checked, transactions like Bills may…
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To create a custom A/R search with aging periods in NetSuite, navigate to Lists > Search > Saved Searches > New > Transactions. Configure the criteria for 'Account…
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To create a Gross Margin % KPI in NetSuite, define a transaction saved search filtering for Income and Cost of Goods Sold account types. Use a formula to…
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To customize the NetSuite Trial Balance report to include department information, navigate to the report customization options. Expand the 'Trial Balance' and 'Department' folders under 'Edit Columns', then…
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To display different periods as columns on a NetSuite balance sheet, customize the report by adding multiple Amount columns. For each new column, specify an 'Alternate Period Range…
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To enable comparison columns in a NetSuite Custom KPI portlet, ensure your underlying saved search does not include a date field as a search criterion. Instead, add the…
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Directly displaying aging fields on NetSuite Advanced PDF invoices for simple customization is limited, and attempts to reference them in custom fields often result in a "Field Not…
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To display more than ten Key Performance Indicators (KPIs) on a NetSuite center tab, create a KPI Scorecard. Using multiple individual KPI portlets will only repeat the same…
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To display negative numbers in NetSuite reports, navigate to the 'Edit Columns' subtab or the 'Formatting Numbers on Reports' section within the Report Builder. Locate the 'Display Negative…
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To display the 'Created From' transaction in NetSuite reports, create a custom transaction body field. This field must have 'Store Value' enabled and be populated with the 'CreatedFrom'…
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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…
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To display the total on-hand inventory value in NetSuite reports, use the 'Quantity On Hand: On Hand Value' field. While 'Inventory Item:Current On Hand Value' may not support…
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