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Sara Duong, Consultant

Sara Duong, Consultant
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Recent Posts

Project Management: What to do when projects are off track?

Posted by Sara Duong, Consultant on Feb 26, 2021 3:39:01 PM

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.

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Tags: Project Management, NetSuite How To's

Administrator Tips: Audit Functions

Posted by Sara Duong, Consultant on Jan 12, 2021 5:00:25 PM

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.

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Tags: Project Management, NetSuite How To's

VLOOKUP to the Next Level: INDEX and MATCH Functions in Excel

Posted by Sara Duong, Consultant on Dec 23, 2020 8:00:00 AM

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.

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Tags: Training

Introduction to Automate Bank Statement Import SuiteApp

Posted by Sara Duong, Consultant on Nov 24, 2020 2:18:32 PM
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.
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Tags: Project Management, People Management, NetSuite How To's

NetSuite Add On Module: Fixed Assets Overview

Posted by Sara Duong, Consultant on Nov 20, 2020 4:31:18 PM
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?
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Tags: Project Management, People Management, NetSuite How To's

Troubleshooting: Missing Billing Address On Invoice PDF

Posted by Sara Duong, Consultant on Nov 4, 2020 1:40:00 PM
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.
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Tags: Project Management, People Management, NetSuite How To's

Short & ‘Suite: Custom Center Tabs

Posted by Sara Duong, Consultant on Oct 30, 2020 3:57:14 PM
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Tags: NetSuite Tips

4 Layers of NetSuite Permissions

Posted by Sara Duong, Consultant on Jul 30, 2020 8:00:00 AM

Why are roles and permissions important?

 

Roles and permissions are how NetSuite controls what functions or records a user can or can't access.  A role is defined as a compilation of permissions or restrictions; permissions and restrictions are usually given around the functional role of each user.  Each user is granted access to NetSuite with a specific role(s).  From an administration point of view, permissions can be changed at a role level instead of for each individual user, making it easy to manage permissions for groups of users.

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Tags: Project Management

How to Generate Standard NACHA File for Vendor Payments

Posted by Sara Duong, Consultant on Jul 27, 2020 11:08:31 AM

A great way to reduce manual efforts is to use the standard Electronic Bank Payments function in NetSuite.  Instead of manually entering in the ACH payments in your bank's interface, you can generate a standard NACHA file that can be uploaded to your bank. This is a free and easy bundle installation and setup.  

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Tags: Project Management

Project Management - Is Escalation Good or Bad?

Posted by Sara Duong, Consultant on Jun 16, 2020 9:57:46 AM

In my experience, people generally hate to escalate. Many team members think escalation is snitching on a fellow team member or will reflect bad on their own performance.  To a project manager, escalation is just another method of communication; it's how we can foresee and manage situations, and all projects have "situations" that impact scope, budget, or time.

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Tags: Project Management

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