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What can you do if your Bank Reconciliation is not reconciling?

Posted by Sara Duong, Consultant on Mar 1, 2022 10:00:00 AM

If you find yourself reconciling monthly bank statements but the Reconciliation reports keep showing a difference, then it means you have not successfully reconciled one or more previous months.

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Tags: NetSuite, NetSuite How To's, Bank Reconciliation, Bank Account, Bank Reconciliation Errors

Is it possible to redesign your Chart of Accounts after go live?

Posted by Sara Duong, Consultant on Feb 2, 2022 4:44:13 PM

In a previous blog we explored Netsuite Purchase Request vs. Purchase Requisition.  In this blog we’ll explore the complexity of chart of accounts redesign. We provide some tips and learnings from a previous chart of accounts redesign project.  

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Tags: NetSuite, Accounting, Segmentation, Financial, COA, General Ledger, Chart of Accounts, GL

What’s the difference between a Purchase Request and Purchase Requisition in Netsuite?

Posted by Jesse Guzman, Consultant on Jan 4, 2022 9:00:00 AM

In a previous blog we explored how to create a Purchase Request using the Employee Center role.  In this blog we’ll explore the differences between a Purchase Request and a Purchase Requisition. 

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Tags: NetSuite, ERP, NetSuite How To's, NetSuite Tips, Purchase Order, Purchase Request, Administrator, Purchase Requisitions

How to Keep Consumer Prices Competitive even as Shipping Container Costs Continue to Rise

Posted by Stephen Kavianian, Business Development Manager on Dec 28, 2021 9:00:00 AM

As 2022 nears and the holiday season ramps up for consumerism, many distributors are still struggling to adjust to massive increases in shipping container costs. It’s no secret that this is a serious issue impacting the supply chain. Companies are working to keep their prices competitive but must also be mindful of their operating costs in order to protect their profit margins.

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Tags: ERP, Wholesale Distribution, NetSuite Tips

Creating NetSuite Purchase Request with the Employee Center Role

Posted by Jesse Guzman, Consultant on Dec 7, 2021 11:00:00 AM

NetSuite has a great Purchase Request feature which can be leveraged to monitor and control the purchases within an organization. Many organizations find it difficult to control spending in certain key areas or lack a formal process to request new equipment.

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Tags: ERP, NetSuite How To's, NetSuite Tips, Purchase Order, Purchase Request, Administrator

How to Bulk Send Transaction Emails using Mass Update

Posted by Sara Duong, Consultant on Dec 2, 2021 9:30:00 AM

Mass Update function is normally used for data updates to entity and transaction records. In addition, Mass Update can be used to send transactional emails in bulk. For instance, a simple way of sending customers overdue invoice reminders is to send it through Mass Update. You can set criteria of what invoices to send, create a standard message, and attach the invoice to the email. Here is a quick guide on how to do that.

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Tags: NetSuite How To's, NetSuite Tips

Connect Your Google Accounts with NetSuite - CloudExtend Google Workspace

Posted by Sara Duong, Consultant on Nov 30, 2021 10:00:00 AM

As much as we try, companies still end up with multiple email accounts and data storage. There are several ways to connect or integrate all these sources so that NetSuite continues to be your system of record. One particular product is Celigo's CloudExtend Google Workspace. This is a simple SuiteApp that connects popular Google applications with NetSuite records.

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Tags: NetSuite How To's, NetSuite Tips

Open Transactions Data Migration at Go Live

Posted by Nicole Watson, Senior NetSuite Consultant on Nov 24, 2021 12:00:00 PM

Are you nearing the end of your NetSuite implementation and diving into the data migration of GL history and open transactions at Go Live? Are you wondering how open Accounts Receivable (AR), open Accounts Payable (AP), Inventory balances and outstanding checks will be migrated into NetSuite without duplicating the GL impact from GL history? As an accountant who implements NetSuite, I’d like to share some best practices on this with you. 

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Tags: NetSuite How To's, Accounting, NetSuite Tips

Avalara Avatax – Set a Customer to be Tax Exempt in U.S. and Canada

Posted by Kevin Suh, NetSuite Administrator on Nov 22, 2021 12:00:00 PM

What is Avalara AvaTax? Avalara AvaTax automatically calculates sales and use tax for transactions, invoices, and other activity powered by NetSuite. Avatax is a comprehensive cloud-based tax calculation. What can Avalara do? Avalara and NetSuite will do all the heavy lifting such as:

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Tags: NetSuite How To's, NetSuite Tips

NetSuite Billing Schedules

Posted by Jesse Guzman, Consultant on Nov 18, 2021 12:38:47 PM

This article is geared towards use cases where recurring billing is needed. The need for billing schedules is becoming a bigger necessity as more businesses move to subscription type billing. While in this case we are not leveraging the contracts module in NetSuite, we can leverage the standard billing schedules functionality on the sales order form by following these steps.

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Tags: NetSuite How To's, Accounting, NetSuite Tips

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