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Netsuite Connector Saved Search Export

Posted by Kevin Suh, NetSuite Administrator on Nov 17, 2022 11:38:27 AM

If you have a Netsuite Connector and need to export Saved Search results, the saved search export records in NetSuite can be configured to any File Transfer Protocol (FTP). NetSuite Connector uploads the saved search results to the configured FTP. You might be first interested in the Netsuite Connector. What is Netsuite Connector? NetSuite Connector (formerly called asFarApp) allows you to set up data mapping between NetSuite and your ecommerce storefronts, point-of-sale (POS) systems, online marketplaces and third-party logistics providers. By automating the transfer of data, you keep your vital information centralized and eliminate manual data entry, costly errors and delays, data exports and processes managed with spreadsheets and email. 

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Tags: NetSuite, NetSuite How To's, NetSuite Tips, Connectors, Saved Search, FTP, SFTP

CASE STATEMENT use case – Intercompany Reconciliation

Posted by Justin Myung, Consultant on Oct 27, 2022 10:40:39 AM

Have you ever wanted or needed a quick comparative view of your Intercompany transactions between your subsidiaries?  One way to achieve this is through the use of CASE Statements in Saved Searches.  What is a CASE Statement?  A CASE Statement is similar to that of an if-then-else statement.  You may have encountered this in spreadsheetsIn NetSuite, it’s an available function that allows you to program conditions to return values when those conditions are met.  So, when a condition is true, NetSuite will provide the results based on those conditions.  You can have multiple conditions in one CASE Statement.

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Tags: NetSuite, Reporting, NetSuite How To's, NetSuite Tips, Saved Search, Reconciliation, CASE, Formula, If-Then

Date/Period Mismatch – Life-to-Date

Posted by Justin Myung, Consultant on Oct 6, 2022 9:45:05 AM

There are many reasons why a company may want to have dates and periods not match-up.  One common reason may be related to the month-end close processA company may want to enter the actual date (which is in a prior period) of a vendor bill, but since the previous period has already been closed, they will post to the current period for financial purposes.  NetSuite can allowtransaction dates outside of the posting periods through the company’s Accounting Preferences.  This can increase the risk of unwanted date/period mismatches as well as cause headaches for reconciliations between AR/AP Aging reports to the Balance Sheet.  One way to monitor this is through a Saved Search. 

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Tags: NetSuite, Reporting, NetSuite How To's, Accounting, NetSuite Tips, Accounting Periods, Saved Search, Transactions, Date Mismatch

Get an Undeposited Funds as of Date Report

Posted by Justin Myung, Consultant on Sep 6, 2022 10:59:29 AM

Have you ever wondered if there was an easier way to get a detail report of Undeposited Funds for a previous Date?  If you have a lot of transactions that flow in and out of this account, it can be a daunting task if you don’t reconcile this right after month-end close or even if there happened to be back-dated transactions after you month-end bank reconciliation.   The following search will help you download a saved search report to solve that issue. 

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Tags: NetSuite, Reporting, NetSuite How To's, Accounting, NetSuite Tips, Financial, Bank Reconciliation, Bank Account, Saved Search, Transactions, Undeposited Funds

How to Resolve Period and Date Mismatches

Posted by Mariella Marquez, Consultant on Jul 12, 2022 1:30:00 PM

Have you ever noticed that your Balanced Sheet and Income Statement have different month end balances?

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Tags: NetSuite, Accounting, Accounting Periods, Saved Search, Transactions, Date Mismatch

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