Mismatched Transaction Handling Preference in NetSuite

Ron Danenberg0 mins

🚨 Do you need to handle mismatched transaction states in NetSuite? 🚨

This tutorial will show you how to set preferences for managing mismatched transaction states in NetSuite.

Step-by-Step Guide 📋

  1. Navigate to Accounting Preferences 🛠️
    • Go to Setup > Accounting > Preferences.
    • Under Accounting Preferences, open the General Subtab.
  2. Locate the Transaction Date Setting 🔍
    • Look for the option Allow Transaction Date Outside of Posting Period.
  3. Choose Your Preferred Option ⚙️
    • You’ll see three options:
      • Disallow 🚫: Users cannot save a transaction if the date is outside the posting period.
      • Warn ⚠️: Users receive a warning but can still save the transaction.
      • Allow ✅: Users can save the transaction without any warnings.
  4. Finalize Your Settings ✔️
    • Select the option that suits your business needs.

Congratulations! 🎊 You’ve successfully handled mismatched transaction handling preferences in NetSuite. 🌟🎉

If you found this tutorial helpful, please subscribe to this channel for more tips and tutorials. Visit www.KOLLENO.com for more tools to enhance your accounting processes! 🎥

Take a tour of Kolleno platform now