Prolecto Financial Saved Search Library
1) Trial Balance by Year
2) AR with Customer Deposit Aging (with sublist)
3) Days Sales Outstanding
4) Explain Inventory Received, Not Billed
5) Explan Undeposited Funds
6) Inventory Stock Ledger (with sublist)
7) Explain NetSuite's Last Purchase Price (with sublist)
8) Supply 1099 SuiteQL (requires NetSuite SQL knowledge)
We recommend copying saved searches when modifying them to help preserve definitions during upgrades.
Bundle ID
Version History
20250607.RC
Added a mechanism to explain Undeposited Funds as a pattern to help understand balance sheet account explanations. See related article: https://blog.prolecto.com/2025/06/08/learn-how-to-fix-netsuite-undeposited-funds-without-breaking-system-logic/
20250222.RC
Added a new sublist to drive a detailed explanation of accounts receivable, customer deposits and cash as a sublist from the Customer's financial tab.
20240316.RC
Added support for 1099 SuiteQL as discussed at https://blog.prolecto.com/2024/03/16/true-netsuite-1099-reporting-using-suiteql-engine/
20230429.RC
New report addition to explain how NetSuite calculates Last Purchase Price by Location and by Date. Due to saved search limitations, unit of measure and land costs components are considerations.
20230421.RC
Updating the sorting logic to line numbers and thus properly handling situations where multiple lines may be produced for a given item line (e.g. due to landed costs).
20211008.RC
Updated Stock Ledger report to sort for intraday to follow NetSuite's costing engine. Confirmation of sequences from NetSuite Support
20210109.RC
Added a NetSuite Accounts Receivable with Customer Deposits Aging
20200805.RC
Included an Item Stock Movement and Cumulative balance report and sublist.
20200208.RC
Added NetSuite Days Sales Outstanding saved search.
20190710.RC
Enhanced by adding a Prolecto: Financial Searches menu option under the Classic Center Reports tab to help users find the searches.
20170429.RC
Added Saved Search to explain Inventory Received Not Billed account with supporting article.
20160910.RC
First revision of the bundle. Key Saved Search offered:
- Trial Balance by Year
Added a mechanism to explain Undeposited Funds as a pattern to help understand balance sheet account explanations. See related article: https://blog.prolecto.com/2025/06/08/learn-how-to-fix-netsuite-undeposited-funds-without-breaking-system-logic/
Added a new sublist to drive a detailed explanation of accounts receivable, customer deposits and cash as a sublist from the Customer's financial tab.
20240316.RC
Added support for 1099 SuiteQL as discussed at https://blog.prolecto.com/2024/03/16/true-netsuite-1099-reporting-using-suiteql-engine/
20230429.RC
New report addition to explain how NetSuite calculates Last Purchase Price by Location and by Date. Due to saved search limitations, unit of measure and land costs components are considerations.
20230421.RC
Updating the sorting logic to line numbers and thus properly handling situations where multiple lines may be produced for a given item line (e.g. due to landed costs).
20211008.RC
Updated Stock Ledger report to sort for intraday to follow NetSuite's costing engine. Confirmation of sequences from NetSuite Support
20210109.RC
Added a NetSuite Accounts Receivable with Customer Deposits Aging
20200805.RC
Included an Item Stock Movement and Cumulative balance report and sublist.
20200208.RC
Added NetSuite Days Sales Outstanding saved search.
20190710.RC
Enhanced by adding a Prolecto: Financial Searches menu option under the Classic Center Reports tab to help users find the searches.
20170429.RC
Added Saved Search to explain Inventory Received Not Billed account with supporting article.
20160910.RC
First revision of the bundle. Key Saved Search offered:
- Trial Balance by Year
Added support for 1099 SuiteQL as discussed at https://blog.prolecto.com/2024/03/16/true-netsuite-1099-reporting-using-suiteql-engine/
New report addition to explain how NetSuite calculates Last Purchase Price by Location and by Date. Due to saved search limitations, unit of measure and land costs components are considerations.
20230421.RC
Updating the sorting logic to line numbers and thus properly handling situations where multiple lines may be produced for a given item line (e.g. due to landed costs).
20211008.RC
Updated Stock Ledger report to sort for intraday to follow NetSuite's costing engine. Confirmation of sequences from NetSuite Support
20210109.RC
Added a NetSuite Accounts Receivable with Customer Deposits Aging
20200805.RC
Included an Item Stock Movement and Cumulative balance report and sublist.
20200208.RC
Added NetSuite Days Sales Outstanding saved search.
20190710.RC
Enhanced by adding a Prolecto: Financial Searches menu option under the Classic Center Reports tab to help users find the searches.
20170429.RC
Added Saved Search to explain Inventory Received Not Billed account with supporting article.
20160910.RC
First revision of the bundle. Key Saved Search offered:
- Trial Balance by Year
Updating the sorting logic to line numbers and thus properly handling situations where multiple lines may be produced for a given item line (e.g. due to landed costs).
20210109.RC
Added a NetSuite Accounts Receivable with Customer Deposits Aging
20200805.RC
Included an Item Stock Movement and Cumulative balance report and sublist.
20200208.RC
Added NetSuite Days Sales Outstanding saved search.
20190710.RC
Enhanced by adding a Prolecto: Financial Searches menu option under the Classic Center Reports tab to help users find the searches.
20170429.RC
Added Saved Search to explain Inventory Received Not Billed account with supporting article.
20160910.RC
First revision of the bundle. Key Saved Search offered:
- Trial Balance by Year
20200208.RC
Added NetSuite Days Sales Outstanding saved search.
20190710.RC
Enhanced by adding a Prolecto: Financial Searches menu option under the Classic Center Reports tab to help users find the searches.
20170429.RC
Added Saved Search to explain Inventory Received Not Billed account with supporting article.
20160910.RC
First revision of the bundle. Key Saved Search offered:
- Trial Balance by Year
20170429.RC
Added Saved Search to explain Inventory Received Not Billed account with supporting article.
20160910.RC
First revision of the bundle. Key Saved Search offered:
- Trial Balance by Year
- Trial Balance by Year
