Mohamed Abdou
11/03/2024, 9:25 AMCeligo AI
11/03/2024, 9:25 AMAI generated answer (using internal Slack threads):To customize an Income Statement in NetSuite, you can follow these steps: 1. Navigate to the Income Statement report. 2. Click on the 'Customize' button. 3. In the 'Edit Layout' section, you can adjust the 'Group By' and 'Then By' fields to your desired hierarchy. For example, you can set 'Group By' to Department and 'Then By' to Account. 4. You can also add custom fields to the report by clicking on the 'Columns' tab and selecting the custom fields you want to include. 5. Once you have made all your changes, click on the 'Save' button to save your customized Income Statement. Please note that if you want to use custom fields instead of the Account native fields, you might not be able to do this directly in the native financial reporting tool. You might need to use a third-party tool like Solution7, or you might need to create new accounts and change your integrations and import template to map postings to the new accounts. If you want to customize the drill down report from the Income Statement, you can do this if you are using a custom Income Statement report. There's an option to change the "drill down" report to something else, so you could set up a customized detail report to always use. However, if you are using the native Income Statement, you might not be able to set certain criteria on the drill down. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
11/03/2024, 9:25 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
11/03/2024, 9:25 AM