Viewing Journal Entries in NetSuite

🚨 Problem: You’re struggling with managing and reviewing journal entries in NetSuite? Finding it hard to locate specific entries and understand their details? 🚨

In this video, learn how to effectively view a list of journal entries and access individual entries for review in NetSuite. This will help streamline your financial processes and ensure accurate record-keeping. 📊✨

And remember: if your problem is for Accounts Receivable in NetSuite, Kolleno can help you!

Step-by-Step Guide 📋

1. Navigate to Journal Entries List
   • Go to Transactions in the top menu. 📂
   • Select Financial and then Make Journal Entries. 💸
   • Click on List to view all your journal entries. 📋
2. Accessing Individual Entries
   • You’ll see a list of all your journal entries. This is a great starting point to find the specific entry needed. 🔍
   • Locate the journal entry to view, for example, 11712. Click on View. 👀
3. Understanding the Journal Entry Record
   • Header Field Values: Displays details such as the date, memo, and subsidiary. 🗓️
   • Journal Lines Tab: Shows individual debit and credit entries that make up the journal entry. 💳🔄
   • Additional information like system history and document configuration is available. 📑
4. Navigating Back to the Journal Entries List
   • Click on an account name to view the account register for the specific account using the journal entry. 🧾
   • If available, use the Edit button to make changes, but only if the journal entry hasn’t been approved or posted yet. ✍️
5. Filtering and Sorting Options
   • The list view allows filtering and sorting of journal entries based on your needs. 📜
   • Use the provided list to filter by specific criteria or click New Transaction to create a new journal entry from scratch. 🆕
   • To sort, just click on the column header. 📈
6. Copying and Recurring Journal Entries
   • To copy an existing journal entry, view the entry, hover over Actions, and select Make a Copy. 📑➡️📑
   • For recurring journal entries, consider creating memorized transactions to automate the process. 🔄
7. Exporting and Customizing
   • For exporting and customizing, check out the video on exporting data from NetSuite. 📤✨

These steps will help efficiently manage journal entries in NetSuite! 😊

If it was helpful, and make sure to subscribe for more tutorials. See you in the next one! 🎥✨