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Download the Explore Consulting NetSuite Practice Overview We provide NetSuite customers with monthly tips & tricks on how to use the product effectively and perform complex or unintuitive tasks. 

Effect of Date/Period Mismatches on Reconciling A/R and A/P Reports to Balance Sheet

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Approval Routing Feature

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Setting Items to Calculate Quantity Discounts by Pricing Group

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Why Drop Ship Items Show 100% Gross Profit Rate on Sales Orders

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Adding Files to Records Using File Drag & Drop Bundle

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Graphical Workflow Editor in NetSuite Version 2014.2

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How to Credit a Drop Shipment Vendor Bill Without Affecting the Inventory

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How to Segment Financial Statements Using Departments, Classes, and Locations

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Advanced Taxes

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Planning Time Fences

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Work Center Calendars

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Memorizing Transactions

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Advanced Promotions

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Dynamic Allocations Based on Statistical Values

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Statistical Account Feature

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Attaching Outlook Messages to NetSuite Records

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Merging Duplicate Support Cases

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Intelligent Order Allocation

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Prevent Importing Duplicate Records

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Component Where Used Inquiry

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Using Support Case Escalation Rules

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Creating Custom KPI Scorecards

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Using Support Case Assignment Rules

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Password Strength Checker

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Single-Use Coupon Codes

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Dashboard Charting Enhancements

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"Override Period Restrictions" Permission for Month End Close

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Commission Enhancements

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Multiple PayPal Accounts

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Multiple Fiscal Years For OneWorld

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Writing off Bad Debt

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Restricting Items on the Sales Order Form

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Workflow to Autoset Shipping Method Based on Items

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Profit Margin Percentage on Income Statement

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Tiered Case Categories

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Editable Work Orders

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Accept Deposits on Sales Orders and Invoice Flows

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NetSuite 2012.1 Feature - RETURN LABELS

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Creating a Shared, Group Calendar in NetSuite

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Assigning Preferred Vendors in NetSuite

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Quantity Pricing

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Record QuickView

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Importing Budgets with NetSuite's Budget Import Assistant

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Merging or Deleting Duplicate Records in NetSuite

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New NetSuite Module — Custom Checkout Domains

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Easy to Build NetSuite Workflows That Solve Common Business Needs

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Descriptive Image URLs and Descriptive URL Enhancements

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Custom KPI

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Secure Customer Domains for Web Store Checkout

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Sending Transactions via Emails with Personal Messages

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Adding Custom Categories & Links to Standard NetSuite Tabs

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Mass Deletion of Records

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NetSuite Saved Searches as Pivot Tables

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Email Signature

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Case function in formula fields

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Report by Period or Report by Date

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Customizing Tax Label on Printed and Emailed Transaction Forms

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Inline HTML Fields for on-page Instructions

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Gross Profit Feature

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Global Search Prefixes

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Placement of Custom Fields on Transactions

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Default Landing Page on Login

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Extending the use of the Mass Update feature

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Get more from a Saved Search using Summary/Detail Results

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System Preferences Audit Trails

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Filtering the List of Items Available on Transactions

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Summary Criteria in Saved Searches

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Creating Custom Printed PDF Layouts

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Setting Custom Reminders

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Form Customization Best Practices

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NetSuite 2009.1 Mass Update Enhancements

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NetSuite 2009.1 Global Search Enhancements

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Email Preferences

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File Download with online form

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Using Report Snapshots

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Disseminating Reference Information in NetSuite for Internal Users

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Improve your E-mail Marketing Campaigns with DKIM

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E-mail Option Button on Transactions & E-mail Preference

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Account Usage Information

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Elimination Subsidiaries for Consolidated Reporting

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SuiteScript Inline Editing

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Lists Preference Settings

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Search Engine Optimization (SEO) with NetSuite

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CSV Import Improvements for Mac

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Free Shipping With An Item

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Global Search Auto Suggest

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CSV Import Assistant Overview

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Multi-Website Capabilities in NetSuite

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Outlook Integration - Automatically save email threads in Outlook

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Campaign Subscription Categories

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Project Accounting - Assigning Resources and Time Management

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Publishing Dashboards

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Increase Your Exposure Through Website Product Feeds

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Excel Web Query

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Partner / Affiliate Capabilities in NetSuite

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KPI Scorecards Track and Compare Metrics all Year

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Coupons/Discounts Promotions in NetSuite

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Gift Certificates

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Long Running Reports

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Date Shortcut - a time saver tip

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Report Scheduling

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Relationships as Individuals or Companies

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Demand-based Inventory Replenishment

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Associating Promotion Codes to Items

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Minimum Order Amounts

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Using NetSuite Custom Code for Intelligent Online Forms

Effect of Date/Period Mismatches on Reconciling A/R and A/P Reports to Balance Sheet NetSuite allows transactions to be entered on dates outside of the transactions posting period. This preference becomes useful when revenues or expenses are incurred during a certain period but not entered in a timely manner. However, this preference has caused confusion during month-end reconciliations to the Balance Sheet. Since A/R and A/P reports are not considered Financial Reports, these reports default to a date range and not a period range used by the Balance Sheet.

Click image to enlarge If the date of a transaction is outside its posting period, the transaction can be omitted from A/R or A/P report totals in a given period. This has led to lengthy reviews, as users attempt to identify discrepancies between their A/R or A/P reports and the Balance Sheet. To make A/R and A/P reports reconcile to Balance Sheet amounts, a user must amend their reporting preference by going to: Home > Set Preferences > Analytics >