<img src="https://ws.zoominfo.com/pixel/5BFMW73xT6Cu70sN1cUt" width="1" height="1" style="display: none;">

Sara Duong, Consultant

Sara Duong, Consultant
Find me on:

Recent Posts

What are the options to void a check in NetSuite?

Posted by Sara Duong, Consultant on Jun 25, 2024 9:30:00 AM

During normal operations, it is common to have checks not deposited or maybe a duplicate check was issued.

Read More

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Void Check, Reverse Void

NetSuite Gift Certificates 101

Posted by Sara Duong, Consultant on Jun 18, 2024 10:25:10 AM

Gift Certificates are managed through NetSuite’s Design to Build process; it is considered an Item Type. In order to add the Gift Certificate as an Item Type, you must first enable the feature and set account preferences. Below is a demonstration of how Gift Certificates are created, sold, and applied.

Read More

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Gift Card, payment method, Gift Certificates

What are Grants in NetSuite’s Non for Profit Environment?

Posted by Sara Duong, Consultant on May 16, 2024 10:00:00 AM

 

Read More

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, Financial Report, Grant

NetSuite Implementation – Should you bring in historical transactions?

Posted by Sara Duong, Consultant on Apr 16, 2024 11:00:00 AM

With every new NetSuite implementation, there is a decision to make with what to do with historical data. Should you import just the month-end trial balances, or bring in all the individual transactions? Cleanest and most common choice is to bring in monthly trial balances. Though not impossible, it is a heavy lift to properly bring in the transactions into NetSuite.  

Read More

Tags: NetSuite, ERP, NetSuite Partner, NetSuite How To's, Accounting, NetSuite Tips, Financial, NetSuite Integrations, NetSuite Administrator, data, Netsuite Language, Netsuite ERP, Netsuite Updates, History Record, NetSuite Features, NetSuite Support

FAM Updates 2024.1

Posted by Sara Duong, Consultant on Feb 29, 2024 11:00:00 AM

With the new Spring 2024 NetSuite Release, there are 3 new enhancements to the FAM module. Here’s a summary of what’s to come:

Read More

Tags: NetSuite, ERP, Project Management, NetSuite Partner, NetSuite How To's, Accounting, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Netsuite ERP, Netsuite Updates, NetSuite Features, NetSuite Support, Return Costings, Item Returns

Workflow – Autocheck Checkbox Based on Transaction Status

Posted by Sara Duong, Consultant on Feb 27, 2024 11:00:00 AM

New to NetSuite Workflows? These powerful tools automate processes, ranging from simple to complex.

Let's walk through a basic introduction: Imagine you want a field to automatically update based on a transaction's status. In this example, we'll set a checkbox to true when a Sales Order reaches a specific stage.

Read More

Tags: NetSuite, ERP, Project Management, NetSuite Partner, NetSuite How To's, Accounting, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Customize, Inventory Costing, Netsuite ERP, Pricing Groups, Group Pricing, Netsuite Updates, NetSuite Features, NetSuite Support, COGS, Costing, Customer Returns, Return Costings, Item Returns

NetSuite Implementation - Avoid Project Delays

Posted by Sara Duong, Consultant on Jan 11, 2024 11:00:00 AM

If you are gearing up for a NetSuite implementation or considering the integration of any ERP system, a crucial aspect to address upfront is the timeline. Experienced implementers possess the insight to determine an optimal go-live date based on a comprehensive understanding of your requirements. Whether you set the date or it is provided by the implementer, it's essential to anticipate common situations that can potentially derail the project. Unfortunately, those new to implementations often overlook planning for these scenarios.

Here are some key considerations to factor into your implementation plan:

Read More

Tags: NetSuite, ERP, Project Management, Reporting, NetSuite How To's, NetSuite Tips, NetSuite Integrations, NetSuite Administrator, Project Time Entry, Project, Netsuite ERP, Project Managing, Netsuite Updates, NetSuite Features

Bank Feeds SuiteApp

Posted by Sara Duong, Consultant on Dec 12, 2023 11:00:00 AM

The Bank Feeds SuiteApp makes the process of transferring your bank data into NetSuite a breeze. By leveraging the Financial Institution Connectivity Plug-In and partnering with an authorized account information service provider, this application ensures secure access to your online financial institution data.

Read More

Tags: NetSuite, ERP, Reporting, NetSuite How To's, NetSuite Tips, Bank Account, NetSuite Administrator, Bank Statements, Netsuite ERP, Netsuite Updates, SuiteApp, Bank Feeds

Fixed Asset – Lease Accounting Workflow

Posted by Sara Duong, Consultant on Nov 7, 2023 11:00:00 AM

NetSuite's Fixed Asset Management SuiteApp incorporates the Lease Accounting feature, aligning with the IFRS 16 and ASC 842 standards for lease compliance. These regulations mandate that lessees include almost all leases on their balance sheet, a change implemented from January 1, 2019 onwards.

Read More

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Administrator, Fixed Asset, Troubleshoot, Fixed Asset Management, Netsuite ERP, Netsuite Updates, Lease, Lease Payments

Tips for Open Balance and Open Transaction Uploads

Posted by Sara Duong, Consultant on Oct 12, 2023 11:00:00 AM

You're almost ready to take the exciting leap into your new NetSuite implementation, but before you do, it's crucial to get a handle on open balances and transactions. So, what exactly are open balances and transactions?

Read More

Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, NetSuite Administrator, data, Go Live, Open Balance Upload, Open Transaction Upload, Netsuite ERP, Netsuite Updates, Shortcuts

Subscribe to our blog!

Recent Posts

Posts by Topic

see all

Request a quote