Joe NetSuite
05/14/2025, 8:15 PMCeligo AI
05/14/2025, 8:15 PMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To default a specific accounting book (secondary) as the default for your custom financial reports (custom balance sheet and income statement), you would need to customize your reports and set up a drill-down report. Here are the steps to do this: 1. Navigate to the custom financial report you want to modify. 2. Click on the 'Customize' button to open the report builder. 3. In the report builder, find the 'Drill Down' section. 4. In the 'Drill Down' section, you can select the specific accounting book you want to default to when users click on a line item in the report. 5. Save your changes. Please note that this will only affect the custom financial report you have modified. If you want to apply this to multiple reports, you will need to repeat these steps for each report. Also, keep in mind that this will only change the default accounting book for users who have access to the custom financial report. If a user does not have access to the custom report, they will still see the primary accounting book when they click on a line item in a financial report. This process allows you to customize the drill-down functionality of your financial reports, providing more specific and relevant information to your users.
Celigo AI
05/14/2025, 8:15 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818367541
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.814448357
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.809373558
Celigo AI
05/14/2025, 8:15 PM