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 with the ending totals in NetSuite for the current reporting month. Complete this task to make sure both environments have matching ending totals.

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

  1. On your Planning and Budgeting Home page, click the Financials card, then click Balance Sheet.

  2. Click Balance Sheet Report at the bottom of the page.

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

General Notices