Wednesday, June 10, 2015

How To Set Up Opportunity Workflows In NetSuite


In this tutorial, you will learn how to set up, define, and create workflow states when a user creates a new Opportunity record within your NetSuite system. 

The workflow feature of NetSuite helps automate the opportunity process in NetSuite so when a new opportunity record is created, the sales rep responsible for the contact can view the opportunity on the list page after it has been created.

You will be guided through the entire workflow process set up, which is:
  • Defining Basic Workflow Information
  • Defining The Workflow Initiation
  • Defining The Workflow Condition
  • Create More Workflow States
  • Creating Actions For Workflow States
  • Creating Workflow Transition
  • Initiate & Validate The Workflow

Click the video to watch the step-by-step instructions.

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Tuesday, June 2, 2015

How To Set Up 1099-MISC Forms In NetSuite



In order for an amount to show up in the appropriate box on the 1099-Misc form, the transaction must be cash basis and it must be tied to an expense account for that category.

A paid vendor bill must have an expense account selected that is associated to a 1099-Misc Category.

Watch the following video.





Stay tuned for more NetSuite Tips and Tricks,

TrueCloud

Thursday, May 28, 2015

How To Log Expenses Through NetSuites Mobile App



With NetSuite’s free mobile application functionality, you have the ability to log expenses while you’re on the road traveling.

In this particular demonstration, you will discover how an employee can upload a receipt, log it based on select criteria, and continue on with your daily activities. This method gives you the ability to log all expenses, keep track of all of your information and submit them together in one singular expense report at the end of your trip.

Watch the quick tutorial for a step-by-step demonstration of how to enter an expense from NetSuite’s mobile application.



Wednesday, May 6, 2015

How To Delete A Bank Reconciliation In NetSuite


If you discover that a bank statement or credit card statement contains an error after reconciling it, you can delete the reconciliation and enter a new one.

Watch the step-by-step tutorial on how to delete a statement reconciliation.




Stay tuned for more NetSuite Tips and Tricks,


TrueCloud

Wednesday, April 29, 2015

How To Create Vendor Prepayments In NetSuite


To create a vendor prepayment in NetSuite, there is a 3-step process.
1. Create a holding account. The holding account tracks the funds until they are applied to a vendor bill.
2. Write a check. The check moves funds into the holding account and out of the checking out. Then, the funds are not available in the checking account for other payments.
3. Enter a vendor credit. The vendor credit is used to apply the funds to the vendor bill when the bill is entered.

Writing the check and entering the vendor credit enables the following:
· Gives you the ability to pay the vendor in advance.
· Washes your holding account so the resulting balance is zero.
· Lists an outstanding vendor credit on the vendor's account.

Once you receive the bill from the vendor, you can apply this credit to it.

The video tutorial will provide you show you how to create a holding account, write a check, and enter a vendor credit. 

Click the video to learn how.


Stay tuned for more NetSuite Tips and Tricks,

TrueCloud

Wednesday, April 22, 2015

How To Import Sales Tax Tables In NetSuite


The Use State Sales Tax Tables feature in NetSuite enables you to update existing tax tables and to add state taxes which may have not been set up initially or that need to be added.

Watch the step-by-step tutorial on how to add state tax tables.



Stay tuned for more NetSuite Tips and Tricks,

TrueCloud

Wednesday, April 15, 2015

How To Subscribe Users To A Saved Search In NetSuite



Within NetSuite, you can allow other users to subscribe to your search. In order to do this, you must have administration or the create level of the Publish Search permission access so you can enable system-generated search email messages. You can define whether to send saved search results email according to a regular schedule, as alerts triggered by record or updates, or both. 

Watch the video tutorial to learn how.

Stay tuned for more NetSuite Tips and Tricks,

TrueCloud

Wednesday, April 8, 2015

How To Add Custom Search To Your Dashboard


If you have access to a saved search, either because you've created it, the saved search is public, or you are a member of its audience, you can display the saved search results in a Custom Search portlet on your dashboard.
Each Custom Search portlet displays results for a saved search that you select. Results are updated every time the page loads. The portlet also has a refresh link that you can click to update search results.



Click on the video tutorial for a demonstration.


Stay tuned for more NetSuite Tips and Tricks,


TrueCloud