A challenge for Non For Profit NetSuite Clients are the numerous segmentations that can be applied in a transaction. A Donation, Pledge, or Grant record could require multiple segmentations to help the Client manage funds that are coming into the organizations; many funds have specific applications or restrictions on how it can be used. If used improperly, it can cause Client to lose the funds. SuiteKey is designed specifically to help the User more efficiently enter data on a transaction level.

Tags: Project Management, NetSuite How To's

Whether you have in house developers or working with NetSuite Partners, it is good to have some standards around testing implementations and new customizations. Generally, for brand new implementations or customizations, the testing advice is the same though the individual cases may be different.

Tags: Project Management, NetSuite How To's

If you are thinking of implementing NetSuite's Fixed Asset Management Bundle, you will most likely have existing assets that are currently being depreciating. These are the Mid Life Assets that you will need to bring into the Fixed Asset module. I want to share with you some tips and tricks that have helped me when I've uploaded assets for customers.

Tags: Project Management, NetSuite How To's

As much as we plan and prepare, most projects will run into situations that throw either budget, schedule, or both off tracks. Sometimes you can save the go live date or budget and sometimes you need to make a change. This is where the project manager is worth their weight in gold. Generally speaking, there are 3 stages a project manager goes through when a project is off track. How well a project manager handles each stage is a direct impact to the success of the project.

Tags: Project Management, NetSuite How To's

As a NetSuite Administrator, it's important to know tips and tricks of how to troubleshoot and manage system integrity.  NetSuite provides an Administrator with a lot of auditing tools to help him or her do their job well. Below are a few more commonly used auditing functions.

Tags: Project Management, NetSuite How To's

NetSuite ERP has a powerful and robust database structure; it consumes data and outputs data in either it’s the rawest form or organized summaries. NetSuite users are used to massaging and manipulating data. VLOOKUP is a common EXCEL function that is used to map data together. If you want something better but just not at a Dba level, INDEX and MATCH are powerful EXCEL functions.

Tags: Training

Are you looking for ways to make the bank reconciliation process easier? There are many ways to slice and dice this need. Before reaching out to another vendor or requesting a NetSuite customization from your Partner, consider NetSuite’s native functionality. As of 2020.1 release, you can now download a bundle called Auto Bank Statement Import to automatically import bank statements on a daily basis.

Tags: Project Management, People Management, NetSuite How To's

Have you been managing your assets outside of NetSuite? Are you looking for an automatic way to manage the accounting, maintenance, and location of your assets? Do you want to know the status or condition of your assets at any given time?

Tags: Project Management, People Management, NetSuite How To's

Have you gotten stuck on why the billing address won’t display on the PDF version of the Invoice? You checked the billing address in the Customer record and You checked the PDF is formatted correctly.

Tags: Project Management, People Management, NetSuite How To's

Tags: NetSuite Tips