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

Approval Routing Feature

Setting Items to Calculate Quantity Discounts by Pricing Group

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

Adding Files to Records Using File Drag & Drop Bundle

Graphical Workflow Editor in NetSuite Version 2014.2

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

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

Advanced Taxes

Planning Time Fences

Work Center Calendars

Memorizing Transactions

Advanced Promotions

Dynamic Allocations Based on Statistical Values

Statistical Account Feature

Attaching Outlook Messages to NetSuite Records

Merging Duplicate Support Cases

Intelligent Order Allocation

Prevent Importing Duplicate Records

Component Where Used Inquiry

Using Support Case Escalation Rules

Creating Custom KPI Scorecards

Using Support Case Assignment Rules

Password Strength Checker

Single-Use Coupon Codes

Dashboard Charting Enhancements

"Override Period Restrictions" Permission for Month End Close

Commission Enhancements

Multiple PayPal Accounts

Multiple Fiscal Years For OneWorld

Writing off Bad Debt

Restricting Items on the Sales Order Form

Workflow to Autoset Shipping Method Based on Items

Profit Margin Percentage on Income Statement

Tiered Case Categories

Editable Work Orders

Accept Deposits on Sales Orders and Invoice Flows

NetSuite 2012.1 Feature - RETURN LABELS

Creating a Shared, Group Calendar in NetSuite

Assigning Preferred Vendors in NetSuite

Quantity Pricing

Record QuickView

Importing Budgets with NetSuite's Budget Import Assistant

Merging or Deleting Duplicate Records in NetSuite

New NetSuite Module Custom Checkout Domains

Easy to Build NetSuite Workflows That Solve Common Business Needs

Descriptive Image URLs and Descriptive URL Enhancements

Custom KPI

Secure Customer Domains for Web Store Checkout

Sending Transactions via Emails with Personal Messages

Adding Custom Categories & Links to Standard NetSuite Tabs

Mass Deletion of Records

NetSuite Saved Searches as Pivot Tables

Email Signature

Case function in formula fields

Report by Period or Report by Date

Customizing Tax Label on Printed and Emailed Transaction Forms

Inline HTML Fields for on-page Instructions

Gross Profit Feature

Global Search Prefixes

Placement of Custom Fields on Transactions

Default Landing Page on Login

Extending the use of the Mass Update feature

Get more from a Saved Search using Summary/Detail Results

System Preferences Audit Trails

Filtering the List of Items Available on Transactions

Summary Criteria in Saved Searches

Creating Custom Printed PDF Layouts

Setting Custom Reminders

Form Customization Best Practices

NetSuite 2009.1 Mass Update Enhancements

NetSuite 2009.1 Global Search Enhancements

Email Preferences

File Download with online form

Using Report Snapshots

Disseminating Reference Information in NetSuite for Internal Users

Improve your E-mail Marketing Campaigns with DKIM

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

Account Usage Information

Elimination Subsidiaries for Consolidated Reporting

SuiteScript Inline Editing

Lists Preference Settings

Search Engine Optimization (SEO) with NetSuite

CSV Import Improvements for Mac

Free Shipping With An Item

Global Search Auto Suggest

CSV Import Assistant Overview

Multi-Website Capabilities in NetSuite

Outlook Integration - Automatically save email threads in Outlook

Campaign Subscription Categories

Project Accounting - Assigning Resources and Time Management

Publishing Dashboards

Increase Your Exposure Through Website Product Feeds

Excel Web Query

Partner / Affiliate Capabilities in NetSuite

KPI Scorecards Track and Compare Metrics all Year

Coupons/Discounts Promotions in NetSuite

Gift Certificates

Long Running Reports

Date Shortcut - a time saver tip

Report Scheduling

Relationships as Individuals or Companies

Demand-based Inventory Replenishment

Associating Promotion Codes to Items

Minimum Order Amounts

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 >