Author: Parvathi M R

When Full Multi-Book Accounting is enabled, new subsidiaries are automatically saved as inactive. This enables you to add new subsidiaries after secondary accounting books have been added and activated. Go to Setup > Company > Classifications > Subsidiaries > New and create the new subsidiary record. Go to Setup > Accounting > Multi-Book Accounting > Accounting Books. Click Edit for… Continue reading To add a new subsidiary to an active accounting book:

Multi-Book Accounting groups NetSuite records into two categories: Book-specific: Records that are created for only one book. Book-generic: Records that are created and shared across all accounting books. Some book-generic records may have book-specific attributes. Most transactions are book-generic, many with book-specific attributes. Some NetSuite processes, however, can be performed using only one base currency.… Continue reading Multi-Book Accounting categories

Choose Reports > Saved Searches > All Saved Searches. In the Saved Searches list, click Edit next to the search you want to use as a custom KPI. You need to ensure that the search has been defined correctly to display KPI data in the manner you want. On the Criteria subtab, make sure that no date filters are used… Continue reading Existing saved search to be used as a custom KPI

The Global Permissions feature allows users with the Administrator role to assign permissions that apply across all of assigned roles of employees. With global permissions, users with the Administrator role can make changes to each employee’s permissions directly on the employee record. To assign global permissions to an employee: After the Global Permissions feature has… Continue reading Global permission Feature

A memorized transaction is a transaction you set up to recur in NetSuite, such as recurring journal entries. Memorized transactions eliminate data entry and serve as useful reminders. Some transactions repeat throughout the year. Rent is one example; it is paid in the same amount on the same day of each month.The user memorizes the… Continue reading Memorized Transactions

Adding access to this user exceeds the number of licenses you have purchased, either remove access from other users first or contact NetSuite to purchase additional licenses Using your Administrator Role, follow the steps below:  Navigate to Lists > Employees > Employees Edit an existing Employee  Access Subtab > Check if the Concurrent Web Services User is marked

The workaround is to create two employee records for the same employee, add a unique identifier for the second one and then, assign this second employee record to the subsidiary by adding the second subsidiary’s employee center role. To proceed: Navigate to Lists > Employee > Employees > New Populate the necessary fields Add a unique identifier  On the Access tab > mark Give Access and manually… Continue reading Process Expense Report for Employees Assigned in a Different Subsidiary with Different Currency

An Expense Report entered in a closed period, with Approved by Accounting status, can only be paid once. Hence, the Make Payment button shall be available until a Bill Payment/Check has been saved to pay for the Expense Report. Once the Bill Payment/Check has been voided and the related voiding journal approved, the related Expense Report will return to Pending Accounting Approval status. This is despite the Accounting Approval box is checked.… Continue reading Expense Report Showing Pending Accounting Approval Status But Accounting Approval Box Is Checked

From SuiteAnswers, you can submit a question or an issue to support professionals by creating a support case. To create a support case: Go to Contact Support > Create Support Case. Enter a query and check if an existing help topic relates to your issue. If no help topic matches your query, select a type… Continue reading Support Cases

A user is an individual who has access to a NetSuite account. Full Licensed Users are individuals who are assigned any role (Standard or Custom) that requires the user login to perform activity within NetSuite. To check the number of Full Licensed Users currently provisioned or currently used in your account, go to Setup > Company… Continue reading To check the number of Full Licensed Users currently provisioned or currently used in your account.