YASSER
01/12/2025, 11:50 AMCeligo AI
01/12/2025, 11:50 AMAI generated answer (using internal Slack threads):To create a statement per account, you can use the "Transaction" Search in NetSuite. Here are the steps: 1. Navigate to the "Transaction" Search. 2. Use the "Account" criteria to select the account you want to create a statement for. 3. Use the "Date before" criteria to specify the date range for the statement. 4. For "Results", show "Account" (Grouped) and "Amount" (Sum). However, as your data grows, this type of search may run slow since it brings in every transaction from the beginning of time. An alternative approach is to run the canned Trial Balance Report (Reports > Financial > Trial Balance). To run it by date instead of period, you'll have to change your Report by Period User Preference (Home > Set Preferences > Analytics tab) to Never. Another option is to navigate to Reports --> Financial --> General Ledger. This will give you the transactions listed for an account per period. Make sure to check your requirements if you want non posted entries on the account as well. If you want to build an Income statement using custom fields instead of the Account native fields, you might want to look into Solution7. It's a better tool than the native financial reporting tool and can probably fix the underlying reasons for wanting to do this. ****** 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
01/12/2025, 11:51 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.802294731
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.79407835
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.79131794
Celigo AI
01/12/2025, 11:51 AM