Support for Displaying Credit Transactions in NetSuite 2024.2

Starting in NetSuite 2024.2, a new feature called Include All Credits has been introduced to enhance the visibility of credit transactions within the Bill Payments Processing and Invoice Payments Processing pages. This new checkbox allows users to filter and display all credit transactions easily, irrespective of the due dates specified in the filters.

Key Features of the Include All Credits Option

Include All Credits Box: Users can check this option to display all credit transactions.
Date Filters: If the Include All Credits box is checked, the system will show all credit transactions without regard to the due date filters. When unchecked, the transactions will adhere to the specified due date parameters.

Use Cases

This feature is particularly beneficial for:

Accountants: Providing a comprehensive view of credit-related transactions for better financial oversight.
Administrators: Ensuring accurate reports by easily displaying relevant credit transactions.
Business Analysts: Gaining insights into cash flows by indicating credit activities along with regular payment data.

Best Practices

Utilize the Include All Credits feature during financial audits to ensure no credit transactions are overlooked.
Regularly train staff on how to effectively use this filtering option within NetSuite to maximize its benefits.

Who This Affects

This update is relevant to:

Administrators
Accountants
Financial Analysts
Business Users who work with payment processing and invoice management.

Key Takeaways

New Feature: Includes the option to filter all credit transactions.
User-Friendly: Simple checkbox enables or disables date filtering flexibly.
Enhanced Reporting: Provides better financial visibility and reporting capabilities.