Shared Transactions FAQ

As you are setting up Shared Transactions, please see the list of common Q&A below! If you can't find the answer you are looking for, feel free to reach out to our support team.  

1. Can I download the tool to Sandbox?
   1. Yes! Download the full product to any sandbox or dev account for free. We also have a free version you can download into your production account.
2. I keep getting errors when I try to download the product?
   1. You need to verify 4 features are enabled in your NetSuite account before downloading Shared Transactions:
      1. Custom Transactions
      2. SuiteCloud Development Framework
      3. Client SuiteScript
      4. Server SuiteScript
   2. To do this, navigate to Setup > Company > Enable Features > SuiteCloud. Check the box next to Custom Transactions (in the SuiteGL section) and check the box next to SuiteCloud Development Framework (in the SuiteCloud Development Framework section). Verify the Client and Server SuiteScript boxes are also checked. These usually are.
3. Is the bundle managed?
   1. Yes! We will push updates twice a year in line with NetSuite's updates so you can test in the RP account before the update is pushed to your production account.
4. Can I import templates via CSV?
   1. Yes! You will need to upload 2 CSV files. Upload the first with a list of the name of the templates you want to add. This will be the Shared Transaction Template record. Once entered, upload a second CSV file for the Shared Transaction Allocation record. This CSV will contain a line for each line in the templates. The columns will be the internal id for the Template the line is attached to, the weight, and a column for each segment selection. Upload via native NetSuite CSV imports.
5. Can I allocate from transactions besides Bills?
   1. Our Free and Standard licenses currently support the allocation of Bills only
   2. Our Premium license supports a variety of transactions including: Bills, Journals, Invocies, Checks, Credit Card Charges, Credit Card Refunds, Expense Reports, Purchase Orders, Vendor Credits, and Sales Orders
6. Why is the button not showing?
   1. The Allocate Expense button only shows once the bill is saved and in View mode. Make sure you are not in Edit!
7. Can I layer NetSuite's Amortizations on an Allocated bill?
   1. Because allocations will not flow to the amortization's journal entries, the amortization journals will not be allocated correctly when both layered on the bill. Best practice is to disable Use Custom Transactions. This can be turned off by navigating to Netgain > Setup > System Setup >  System Features. Then allocate the bill, and then create the amortization from the journal created from allocation.
8.  I keep getting errors.
   1. See if our error article addresses the error you are receiving and if you are still not able to resolve it, feel free to reach out to our support team for additional help.