Articles tagged #REPORT
Articles tagged
#REPORT
Reports Available for Custom Report Snapshots
The only reports that you can customize to create custom report snapshots are reports that are used to generate standard report snapshots.
Open Sales Order Report > Show Amount Remaining to Be Billed
This is currently logged as anEnhancement 26537.As an alternate solution, a Transaction Saved Search can be created.
Common Errors When Importing Expense Reports
The Results file for a failed expense report import might include any of the following messages.
Expense Report Body Fields
Key expense report body fields include the following.
Import Expense Report > Sublist Fields
You use the Expenses sublist to add or update individual expenses on an expense report record. This sublist can be selectively updated by either the Line ID or Ref No. field.
Import Expense Reports as Reimbursable
The user needs to import Expense Reports to be recognized as Reimbursable, and won't be deducted on the Advances to Apply.
Custom Accountant Role With Expense Report Permission Full Cannot Approve Expense Report via Approve Expense Report Page
The user has a Custom Accountant role with permission for theExpense Reportset toFull.Using the role, the user navigates to theApprove Expense Report page to view lists of expense reports for approval. Aftera checkmark is placed on theExpense Reportto approve and clickSubmit,the page reloads but theExpense Reportchecked is stillUnapproved.
Unable to set Account for Corporate Card Expenses When Editing Expense Reports
A user is trying to select an account in the Account for Corporate Card Expenses dropdown field in an Expense Report, but when saving the record, the value under this field is missing.
Add AR Aging Summary Report to Home Dashboard
The only way to add the AR aging summary report to Home Dashboard portlet is by way of creating a standard KPI - Receivables. The KPI provides a link to the report. When you click on Today in the KPI, the AR aging summary report opens. The report is not available as a snapshot.
Creating Custom Project Profitability Reports
Advanced Project Profitability uses filters to map accounts and items to specific columns and rows within a custom project profitability report. The feature comes with a standard configuration of account and item mappings. You can edit and customize the standard configuration and create custom profitability reports to fit your business needs. You can create multiple configurations. All of your project profitability reports are located at Reports > Projects > Project Profitability Reports.
Customize an A/R Aging Summary Report to Show Results for Specific Accounts Receivable Account(s)
To customize an A/R Aging Summary Report to Show Results for Specific Accounts Receivable Account(s) in NetSuite, perform the following steps:
Create Expense Report Saved Search When Expense Report was Paid
User wants to pull out the date when an expense report was actuallypaid.
Saved Search > Expense Report with line attachment
In an existing Expense Report Saved Search, want to add the line attachment.
Create Rolling Sales Order Amount Saved Search/Report
Users may want to create aRolling Sales Order Reportfor forecasting and analyzing purposes based onSales Orders'Datefield with preferredSales Order Status.