how to convert customer statement into excel sheet...
# ask-stanley-ai
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how to convert customer statement into excel sheet instead of pdf
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AI generated answer (using internal Slack threads):
Based on the conversations, it seems that NetSuite does not provide a direct way to export customer statements in Excel or CSV format. However, there are a couple of workarounds that you can consider: 1. Saved Search: You can create a saved search that replicates the customer statement. This can be done by creating a saved search for 'Open Transactions by Customer'. This will give you a list of all open transactions for each customer, which you can then export to Excel or CSV. 2. A/R Aging Report: Another workaround is to use the A/R Aging report. This report provides a snapshot of the amounts that are due to be received from customers. You can customize this report to match the information in the customer statement and then export it to Excel or CSV. Remember, these are workarounds and may not provide the exact format of the customer statement. You may need to do some additional formatting in Excel or CSV to get the desired output. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842441559
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819604158
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81653446
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