can i send customer statements as excel files
# ask-stanley-ai
m
can i send customer statements as excel files
c
AI generated answer (using internal Slack threads):
Based on the conversations, it appears that NetSuite does not directly support exporting customer statements as Excel files. However, a workaround suggested by the community is to replicate the customer statement as a Saved Search or an A/R Aging Report, which can then be exported as an Excel file. Here's a brief step-by-step guide on how you can do this: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the record type that you want to create a saved search for. 3. Define your criteria and results for the saved search. 4. Once you have your saved search set up, you can then export the results to Excel. Please note that this method might not give you the exact format as the standard customer statement, but it should provide you with the necessary data. ****** 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: 0.837519765
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826952219
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819301426
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