When moving to a new financial system, planning a seamless cutover becomes a key component for success. You can invest in a modern, state-of the art technology but without your pertinent and accurate data, the technology may not provide much value. So how do you plan for this very crucial activity effectively?
NetSuite offers Case Management, as one of its many Customer Service tools. This means it gives you the power to manage your customers questions, queries and complaints efficiently and effectively, allowing for higher customer satisfaction, and evidence that you’re a trusted supplier.
NetSuite is a feature-rich ERP system that allows the user to customise the system based on their business functions and requirements. Part of this customisation is to allow features to be enabled to tailor how you want to use NetSuite. The Enable features section is split into a number of different segments based on the use and purpose of the feature. Within this blog we will explain the options and some key considerations.
NetSuite account reconciliation has recently received an upgrade that will speed up and make your month end reconciliation more efficient and easier to use. The purpose of reconciling your bank accounts each month is to make sure your ERP system is correct and up to date with your bank account. There are a number of key things to consider when using the account reconciliation feature in NetSuite.
Classifications are powerful tools that can be used to identify and categorise records in your NetSuite Account. There are 3 different types of classification that come as standard with NetSuite, each helping you to segment reporting and allocate costs as needed.
NetSuite’s CRM (Customer Relationship Management) delivers a real-time, holistic view of your customers across the entire customer lifecycle. Its capabilities include SFA (Sales Force Automation), marketing automation, customer support and communication management all in a single cloud platform.
Customising certain areas of NetSuite can be a fairly simple process for the end user (ensuring that you have the correct role permissions to do so). Custom fields are fields that you can add to forms to record business specific information. Meaning you are not stuck with the out of the box fields that NetSuite provides you.
One of our certified NetSuite ERP Consultants, Chris, walks you through creating, managing, and editing user roles in NetSuite.
In NetSuite, you can set up a group of employees, customers, partners, vendors, projects or contacts. You can then use these groups to share specific information with. In article, we will walk you through some of the main steps to setting up and managing Dynamic and Static Groups.
The purpose of the NetSuite to Outlook integration is to allow the flow of information such as emails, tasks and events between NetSuite and Outlook. It means that you can create a task in Outlook that will also display in NetSuite or alternatively create a task in NetSuite and it will also display in your Outlook.
Take control of your business processes with NetSuite Workflows. One of my favourite areas in NetSuite is the workflow engine, often referred to as SuiteFlow. If you haven’t created a workflow to manage an internal business process, you are missing out on some powerful business tools.
Employee records in NetSuite, allow you to store information about your employees, as well as using it to give an employee login access to NetSuite.
To create an employee, go to Lists > Employees > Employees > New
NetSuite file cabinet comes included in any the standard NetSuite Suite of products. The file cabinet can be used to store generic documents, documents that need to be attached to specific records, or payment files used by the Electronic Bank Payments SuiteApp.
NetSuite’s Global Search feature enables you to search for records anywhere in your account data. The search bar is located at the top of your screen.
NetSuite allows a user to set up CRM resources, which in turn allows these resources to be ‘booked out’ when creating events and meetings etc.
Here is how you can create and manage resources within NetSuite for your organisation.
Anytime I meet a prospective or new client to discuss their Chart of Accounts (COA), I always set the president that NetSuite is an accounting system first and foremost. This means everything starts with establishing a good COA. Here are some of the key considerations you should make when setting up your NetSuite COA.
You can create a unique dashboard set up to ensure maximum efficiency and ease when you use NetSuite. NetSuite displays a variable set of tabbed pages, called a centre. Most of the tabbed pages on each centre contain a collection of portlets which displays real-time data relevant to the page and your role. This collection of portlets is called a dashboard.