|>When adding a new customer or
vendor, the BillPay is automatically selected by default, then we have
to unselect it, in order to save.
You can go to Setup and turn off the automatic credit card billing. See more
|>When memorized transactions
brings up a payment, it uses the wrong memo and amount. How can I
fix it so it pays AB company for $300 each month?
The Memorized Transactions feature uses a "model" bill payment, even if you do not intend to pay the vendor with this model. Make one which has all the information you need, then edit and click Memorize and fill in the way that you want it to come up. Then you may delete the "model" bill payment. You cannot edit the model. You must make a new model, in order for Memorized Transactions to follow it.
|>I used to be able to search
for text that is "contained in" a contact's info, but that feature has
been removed i the latest version. Is there a way to get it back?
You can reactivate in Set Preferences, then uncheck that the Search Contains Keywords
|>We used to be able to see the
full credit card numbers from our online store so we can type them in
our credit card machine to print out a receipt. Now I only see
***** and the last 4 digits. How does Netsuite expect us to
transact business? Is this their way of forcing us to use them as
a credit card processing company? I can't get my money!
Actually NetSuite does not do credit card processing. You can enable "View encrypted credit card info" under the Permissions Setup tab as an Administrator for any roles you wish. Hiding them was just the default for the normal user.
|>C'mon why does it take 3
minutes to FINALLY log in!!? I come back from getting coffee and
it is STILL Loading....
You might have a lot of charts do compute on your dashboard, which could be removed. For example a chart to compute your sales for the last 10 years will take some time to load. Better to view that off the dashboard.
|>I am sending an email with these codes, but the
person's name does not show up
You have to click on the Update Primary button to make the person the primary contact if there is more than one.
|.> I want to switch banks. How do I tell
Netsuite to pay through a different bank?
Once you begin using Online Bill Pay, if you
need to change the bank account used for payments. Have you done the following steps to
switch the bank accounts? If you have when was the information submitted to Metavante?
|>I am trying to insert my customer's name in a form
letter. How can I do that?
Here are the standard Field Codes to use in email and letter merges
|>In BillPay it just shows "To Bill Pay"
I have to go in to edit it then out again to see the actual check number. Is there a way to
automatically update all the "To Bill Pay" entries to their actual BP Check number so I know
it went out?
After entering and approving an online bill payment, the bill payment Check # will display as To Bill Pay until Metavante has processed the check or EFT. This can take up to 48 hours.
After Metavante has processed the check or EFT, navigate to Transactions > Bank > View Online Bill Pay Status and check the Show All box in the page footer to view the online bill payment and automatically update the payment in NetSuite with the check number assigned by Metavante. Check numbers will not appear on bill payments until you have viewed this page and checked the Show All box.
|>I'm trying to send a check through BillPay to
part time employee. It says 2183 is the check, on the Payroll screen. But I cannot find a
way to send the check out through BillPay. How can I do this? He's waiting on
Is the employee in question enabled for online bill pay? You can determine this by
navigating to Lists > Employees > Employees and click edit next to the employee in
question. There is an Enable Bill Pay option at the top of the employee record on the right
hand side that allows you to enable them for online bill pay. You will also need to place an
account number into the account field found on the General sub tab of the employee record.
This account number is given to you by the online bill payment service. You will also need
to enter a default billing address for this employee that includes a zip code in order for
the employee to receive the check from the online bill payment service.
|>What if a client is also a vendor, if we buy
something from them, and they buy something from us. For example, a shipping company that
ships for us, and we host their web site. What is the best way to handle that? Must we
create 2 separate records, one as a client, and one as a vendor, or is there a way for it to
do both? We have a similar situation with subcontractors who are "employees" entering
on the Time Sheet, yet Vendors for mailing their pay check via BillPay. What is the
best way to handle these double duty entities?
You will need to create two separate entity records. You will need to create a Vendor record and a Customer record. Our system does not support one record to be both a customer and a vendor. Once you create these two entity record you will be able to create bills for the vendor and invoices for the customer.
|>I keep getting duplicates of my payees when I load my QIF files in to Netledger. How can I consolidate these payees in to one?
|>I keep getting this Debug message!
I would recommend navigating to Tools - Internet Options in your browser. Once you are in Internet Options, click on Advanced at the end of the row of tabs. In Advanced under the Browsing header, check the box that says Disable Script Debugging and then click Ok. From this point forward, you should not experience that problem again.
|Cannot select Type
|>When making a New Contact, I cannot
select a contact Type. The mouse does not let me click on the drop down list.
If you are using
IE5.0, this is why you are unable to choose a contact type. We no longer support this
Browser version, and I will need you to Upgrade to 5.5 SP2. Please do the following to
Download the new version. Please do not upgrade to 6.0.
First, please ensure you are using an up-to-date version of Internet Explorer. In IE,
click Help - About Internet Explorer.
When entering a New Contact, cannot click on Type, thus cannot Save.
This happens often.
|>I have tried from several different
locations when on the check registered: "A Runtime Error has occurred.
>Do you wish to Debug?
>Error: Object expected"
This error occurs usually because of cache pages. You
need to clear your browser's cache and cookies. To clear your browser's Cache:
|> How to issue a credit to a customer's
credit card via Netledger? Is it a credit memo?
This assumes you have already set up OSB to accept credit cards with a credit card processing company such as InnovativeMerchants.com.
If it is the credit is the entire transaction amount then you can go to
Now go to Transactions Issue customer refund
Don't issue a Credit Memo - that is for refunds/exhanges.
The disappearing Submit button
Question: I'm entering a Case or a new Contact, and can't find the Submit button!
The Changeless Change
You make a change, and Oracle SB says there has been no change. Don't worry about
it. The change has taken.
In Edit mode, I cannot edit the Email address
|> I entered a payment but no check went out.
You need to click on Approve Online Bill Payments and select those you want to pay. Then click Save.
|>How do I log in to NetSuite to enter my hours?