[KevinD]

I am trying to run a Balance Sheet by month using a date range but have found that Netsuite does not pick up the beginning balance for day one of the range. It simply starts off with transaction activity. The only way I have found to run a balance sheet by month is to do it from the beginning of time… This is annoying because we have uploaded balances from 2005 forward.

I am using the out-of-box Balance Sheet report changing the “Budget, Financial” date field to “between” and then changing the “Column” field to Month.

This seems odd….not being able to run this type of report. Any help?

Thanks,

Kevin
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[trimblee]

RE: Balance Sheet by Month

It is odd, but there’s no mystery secret about getting it to work unfortunately. It doesn’t work.

You can either manually add specific months, or export the whole thing to Excel and edit.

Enhancement 203799

And you’ll want to also vote for 130536 if you’re using OneWorld.

[KevinD]

Thanks Evan. Hopefully this enhancement will come through shortly. There are several of us in the Finance Dept that need to run ranges on the Balance Sheet.

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