Mismatched Transaction Handling Preference in NetSuite

🚨 Do you need help handling mismatched transaction states in NetSuite? 🚨

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

Step-by-Step Guide 📋

1. Introduction 👋
   • Hey, I’m Ron from Kolleno, the leading SuiteApp for accounts receivable.
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2. Navigate to Accounting Preferences 🧭
   • Go to Setup > Accounting > Preferences.
3. General Subtab 🗂️
   • On the General Subtab, look for Allow transaction date outside of posting period.
4. Choose Your Option 🔧
   • You have three options to handle mismatched transaction states:
     • 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 warning.
5. Final Steps 💾
   • That’s it! Now your preferences are set.
6. Stay Updated 📬
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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! 🎥