Free Bundle!
Download Handy Searches and Make Your Job Easier Today
We have put together a free NetSuite Bundle of searches you will use on a daily basis to ease your journey. From finding all of your searches to tracking who has active access, all at the click of a button.
Find My Transactions
This script performs a search on transaction records within NetSuite, focusing on transactions created either by the currently logged-in user or by the system. The search is filtered to include only mainline transactions, ensuring that only primary records are returned.
Key information such as transaction date, as-of date, posting period, tax period, transaction type, transaction ID, entity (customer or vendor), account, memo, and transaction amount are retrieved in the search results.
The search provides detailed insights into transactions managed by the current user or system-generated transactions, offering a comprehensive view of key financial data like periods, accounts, and amounts. This allows users to effectively track their created or system-managed transactions, focusing on essential financial metrics and transaction metadata.
Steps to Install Handy Searches
- Navigate to SuiteBundler:
- Go to: Customization > SuiteBundler > Search & Install Bundles.
- Search for the Bundle:
- Enter "Handy Searches" in the search.
- Select Handy Searches
- Install the Bundle:
- Click “Install.”
- Confirm the installation by clicking “Yes, I want to proceed.”
- Review the installation details on the redirected page and finalize the installation.
- Check Installation Status:
- The installed bundle will appear in your list of bundles.
- The status may be pending for a few minutes.