Can I create a report in NetSuite that shows me th...
# ask-stanley-ai
m
Can I create a report in NetSuite that shows me the account's, with a type of bank, balance at its assigned currency at any given point in time.
c
AI generated answer (using internal Slack threads):
Yes, you can create a report in NetSuite that shows the account's balance in its assigned currency at any given point in time. You can do this by creating a saved search report and adding the 'Amount (Foreign Currency)' field to your search report. This will display the balance in the actual currency of the account rather than the base currency. If you also want to include a column with the currency, you can pull in the 'Currency' field. However, please note that the 'restrict by location' field in the account setup may not be applicable in saved searches. Also, be aware of the potential impact of currency revaluation. Fluctuations in currency exchange rates can have a significant impact, especially when dealing with large transaction volumes. Please note that this approach might not be applicable to all accounts and scenarios, and it's always recommended to test and verify the results in a non-production environment first. ****** 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: 0.869024456
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.857298791
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.857207954
Please provide your feedback on this answer.
m
Hey @Munir Chaer, FISPAN has a portlet you can add to any dashboard, which displays previous and intraday balances in near real time, synced directly with your bank via our partnerships! Check out our site for more information on our bank connectivity for NetSuite: https://fispan.com/solutions/oracle/