NetSuite: Locked and closed periods
If Books Closed date setting is enabled, we will match Books Closed functionality in NetSuite.
If Books Closed date setting is not enabled, and a period is closed in NetSuite, transactions will not be allowed to sync over from Bill.com
If a period is locked in NetSuite, transactions will be allowed to sync over from Bill.com.
To configure the sync to apply vendor credits in NetSuite when a period is closed, enable Non-GL Changes to the Accounting Period in NetSuite:
- Hover over Setup > Accounting, click Manage Accounting Periods
- Click the period in which the vendor credit is dated in order to edit the base period
- Check Allow Non-G/L Changes