1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Financials
  4. Planning and Budgeting Financials Administrator Guide
  5. Setup Tasks for Administrators Guidelines
  6. Data Verification Tasks
  7. Verifying the Balance Sheet Data

Verifying the Balance Sheet Data

Compare the ending totals in the Balance Sheet Report form in Planning and Budgeting Financials against ending totals in NetSuite for the current reporting month. Complete this task to confirm that both environments have ending totals that match.

To compare the Balance Sheet ending totals in NetSuite against ending totals in NSPB:

  1. From the Home page in Planning and Budgeting, go to Financials > Balance Sheet.

  2. Click Balance Sheet Report at the bottom of the page to view Actual and Budgeted data.

  3. Review the form against your NetSuite account and verify that the data has imported successfully into your Planning and Budgeting application.

General Notices