Enhanced Financial Statement Reports

The following financial statement reports have been enhanced in terms of layout:

  • Balance sheet
  • Income statement
  • Cash flow statement

Business Benefit: The changes to the layout of the reports make them more readable when you view them in your Planning and Budgeting application or download them.

Steps to Enable

You must re-download the LCM that comes with the Planning and Budgeting Financials Sync SuiteApp and re-upload the artifacts for the reports.

To re-download the LCM:

  1. In NetSuite, go to Setup > Planning and Budgeting Financials > Download Integration
  2. To save the ZIP file to disk, click Download.

To upload the report artifacts to your application:

  1. In Planning and Budgeting, from the Home page, Click Tools. Then, click Migration.
  2. Click the Snapshots tab.
  3. Click Upload.
  4. From the LCM file, upload only the reports that are located in HP-NetSuite/resource/Global Artifacts/Reports.
  5. Click OK.

Key Resources

Access Requirements

You must have the Administrator role in NetSuite to re-download the LCM that comes with the Planning and Budgeting Financials Sync SuiteApp. If you don't have the appropriate role assigned to you, work with your administrator to update your reports.