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Change in JP Morgan Chase Connections for U.S. Bank Feeds in NetSuite

Posted by Kevin Suh, NetSuite Administrator on May 4, 2022 2:27:54 PM

You might have received a notice last month regarding the news that JP Morgan Chase (JPMC) is moving away from Screen Scraping technology and will no longer support connections to their credential-based sites. Per notification, this change is part of JPMC’s transition to Open Banking technology which aims to improve security and ensure smooth bank feeds connection. If you are using the NetSuite Bank Feeds SuiteApp which may be importing data from the JP Morgan Chase & Co. (JPMC) financial institution, you might have encountered the bank data import errors on or after April 21, 2022.

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Tags: NetSuite, Reporting, NetSuite How To's, Accounting, NetSuite Tips, Financial, Bank Reconciliation, Bank Account, data, Excel, Bank Statements

Write Off Bad Debt

Posted by Mariella Marquez, Consultant on Apr 25, 2022 11:08:46 AM

Have you noticed small increments of one or two pennies in your A/R Aging report? Do you have some bad debt that you need to write off your books due to unresponsive clients? The following process will walk you through how to enter a Journal and process the customer payment to remove these from your Accounts Receivable reporting.

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

Customizing View – Additional Filters in NetSuite Pages

Posted by Mariella Marquez, Consultant on Mar 30, 2022 1:00:00 PM

Have you ever found yourself scrolling page after page after page to find the one transaction record you know is in Related Record or under the customer sales tab? You might benefit from adding filters to your view to easily reduce the transactions that populate and really dig into the data you’re searching for.

 

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

Why Use NetSuite’s Merchandise Hierarchy?

Posted by Mariella Marquez, Consultant on Mar 4, 2022 4:15:01 PM

Are you in need of identifying consumer buying patterns and want to quickly view which product is over or under performing? Merchandise Hierarchy helps achieve this plus provides a quick view of your products while allowing for category changes during different time periods. This can be a great tool if you are continuously launching new limited release collections or have multiple seasonal offerings.

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Tags: NetSuite, Reporting, NetSuite How To's, Inventory Management, Product Review

Top Performing Retailers Have Moved to the Cloud – Why Haven’t You?

Posted by Fara Panah, Vice President on Jun 30, 2020 2:36:24 PM

Many retailers start their business with a combination of a basic accounting system, inventory management system, and multiple spreadsheets. But as they grow larger, the amount of time and effort it takes to handle a higher volume of orders becomes difficult to handle and prone to human errors.

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Tags: Reporting, Inventory Management, eCommerce, Retail

5 Ways Retail Startups Can be Proactive During a Crisis

Posted by Fara Panah, Vice President on May 21, 2020 7:45:00 AM

COVID-19 has impacted everyone in the United States personally, professionally, and/or financially. Startups, especially newer retailers, have been hit hard because they do not always have the cash flow, processes and systems in place to handle this drastic of a change.  

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Tags: Reporting, Customer Service, Inventory Management, eCommerce, Warehouse Management System (WMS)

5 Steps to Create a Meaningful Financial Reporting Structure

Posted by Rudy Ortiz, Solutions Consultant on Oct 31, 2017 9:06:22 AM

CFO’S, Controllers and managers have a lot on their plate.  Managing a business is a challenge on its own.   Imagine running a business without data or information that helps provide a basis for change.  Not having a solid financial reporting structure in your business will prevent you from making the necessary changes, or in some cases, from preventing significant losses.  The same can be said with too much data or “information overload” when that information is not meaningful to your business. 

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Tags: NetSuite, Reporting, NetSuite How To's

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