Author: Parvathi M R

The Financial Reports: Row Layout Assignment page lists financial statements and layouts, indicating the layout assigned to each financial statement. To display this page, go to Reports > Financial > Financial Row Layouts. You can change a layout assigned to either a custom or standard financial statement by clicking the Edit button, clicking directly on… Continue reading Financial Reports: Row Layout Assignment

Navigate to Setup > Accounting > Chart of Accounts Check the Accounts that are not shown in the Report Note the Name of the Accounts Run the Custom Report Click Customize In the Report Builder page, navigate to Filters section and notice that the Name of the Accounts in the Filter is still the old Name Click the Filter and choose the correct updated Name and click Done Click Save Once user runs the Report, these Accounts will now appear.

When users try to inactivate an account, the users will be prompted with an Error message“Activation(s)/Inactivation(s) did not succeed. Please check & try again.” In order to Inactive a Chart of Account, you may perform the following: 1. Uncheck the Use Account Numbers checkbox in Setup > Accounting > Accounting Preferences page under the General tab. Once this has been disabled, users can… Continue reading Inactivate Chart of Accounts > Error

When viewing a report, you can click Schedule in the footer of the report to create a schedule to automatically email the report. Schedules can be created for standard and saved reports and can be sent to other users. Clicking the Schedule button opens the Schedule Report page where you can select recipients, enter a… Continue reading Scheduling a Report

User need to identify the original Journal Entry reference number first. The number indicated on the Reversal No. field of a Reversal Journal Entry is the reference number for the original Journal Entry.  Steps: Navigate to Transactions > Financial > Make Journal Entries > List. Click Edit next to the original Journal Entry. Do necessary… Continue reading Edit a Reversal Journal Entry.

Account types are used to organize data in account registers and other financial reports. Income statement account types include Cost of Goods Sold, Expense, Income, Other Expense, and Other Income. Balance sheet account types include Accounts Payable, Accounts Receivable, Bank, Credit Card, Deferred Expense, Deferred Revenue, Equity, Fixed Asset, Long Term Liability, Other Asset, Other… Continue reading Account types in account registers and other financial reports.

We can delegate your approval to another employee within your subsidiary indefinitely or for a period, specified by start and end dates. To delegate approval: Go to Lists > Employees > Employees. Click Edit next to name in the Employees list. Click the Human Resources tab. On the Approval Delegation subtab, complete the following fields: Delegate Approval – Check this box. Delegate To –… Continue reading Delegating Approvals with Suite Approval

Users may view the Deletion Reason using the Transaction Numbering Audit Log Saved Search. Navigate to Lists > Search > Saved Searches > New Click Transaction Numbering Audit Log Search Titleor Navigate to Transactions > Management > Transaction Numbering Audit Log Click Customize View Click More Options Search Title: Enter Title Click Criteria tab Click Standard subtab Filter:. Select Transaction Type Transaction Type: Select any of Select Invoice Click Results tab Click Columns subtab Field:Select Deletion Reason Click Save & Run

Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Name it as desired Click Criteria subtab Click Standard Filter: Select Type Click Add Type: Select any of Type: Select Journal Click Set Select Posting Click Add Posting: Select Yes Click Set Click Results subtab Click Remove all Field: Select Date Summary Type: Select Group Click Add Select Period Summary Type: Select Group Click Add Select Type Summary Type: Select Group Click Add Select Document Number Summary Type: Select Group Click Add Select Created By Summary Type: Select Group Click Add Select Formula (Text) Summary Type: Select Maximum Formula: case when… Continue reading Saved Search to Show Who Created and Approved a Journal Entry

To add a note to record pages: Open the record page where to add a note. From the Sticky Notes Toolbar, click on any of the note icons to create a new note. A new note window appears. To add the note to a field or record page, do the following: In the To field, can enter… Continue reading Sticky Notes on Record Pages