Currency Management

If our business has only one currency, then we can manage the currency details on the company information page. If we have multiple currencies to use in our account, then we have to enable the “Multi-currency” feature which helps us to create more than one base currency and transaction currencies in our account. Base currency… Continue reading Currency Management

Recording Vendor Prepayments

In NetSuite, we can work with vendor prepayments in two different ways: The vendor prepayment is associated with a purchase order. We can associate one or more vendor prepayments with a purchase order for the same vendor. When the vendor prepayment and the purchase are associated, you can configure NetSuite to automatically apply the vendor… Continue reading Recording Vendor Prepayments

Vendor Payments

Enter vendor payments to record when you pay a vendor bill. The payment records the payment date and the amount paid. By tracking payments you make to vendors, you know how much money you owe to specific vendors When you record a vendor payment, the payment posts to the journal accounts affected by the payment.… Continue reading Vendor Payments

Change in Posting Period While Saving Journal Entries

Issue: When a date is chosen in the transaction date field, the associated posting period is automatically set in the Posting period field. However, an anomaly occurred on 31st December 2023. In Editable mode, the posting period is initially set as Adj Dec 2022, but upon saving the transaction, it mysteriously changes to the current… Continue reading Change in Posting Period While Saving Journal Entries

Comparative Trial Balance Report

Client requested for a comparative trail balance report similar to comparative balance sheet report Solution: Navigate to Reports > Financial > Trial Balance > Customize Select the Debit /Credit column Click Remove Column Add Fields: Expand Trial Balance  Click Amount Alternate Period Range Type: Select Relative to Report Date Cumulative Value: Enter Checkmark Alternate Period Range: Select the Last Fiscal Year Add Fields: Expand Trial Balance Select another Amount field Alternate Period Range Type: SelectRelative to Report Date Cumulative Value: Enter Checkmark Alternate… Continue reading Comparative Trial Balance Report