Wednesday, March 25, 2015

How To Mass Update Leads In NetSuite

You can reassign leads in NetSuite a couple of ways. You can simply edit the sales territory rules to a new sales rep or mass update your customer list to a new sales rep based on a set of criteria, such as state, city or lead source, etc. 

In this tutorial, we demonstrate how to mass update a sales rep for your customer list based on location.

Stay tuned for more NetSuite Tips and Tricks,


Wednesday, March 18, 2015

How To Memorize A Transaction In NetSuite

A memorized transaction is when you save a transaction to recur in NetSuite. Memorized transactions eliminate the data entry process and serve as a useful reminder. You can select to have the transaction automatically post or have it set up as a notification for a reminder to post it.
In NetSuite, you can memorize the following transactions:
·      Write Checks
·      Use Credit Card
·      Enter Purchase Orders
·      Enter Bills
·      Enter Sales Orders
·      Create Invoices
·      Prepare Estimates
·      Enter Cash Sales
·      Make Journal Entries
·      Create Statement Charges
·      Enter Work Orders

Watch the step-by-step tutorial to learn how to memorize a transaction in NetSuite.

Stay tuned for more NetSuite Tips and Tricks,


Friday, March 13, 2015

How To Upload A Bank Statement & Reconcile It In NetSuite

In this episode of TrueCloud’s NetSuite tips we will be discussing how to import online bank statements as well as bank reconciliation. Click on the tutorial video for a step-by-step walk through.

File formats, actions sets and transaction types are listed in further detail below.
Importing Online Bank Statements
Once your banking data has been downloaded from your financial institution or credit card company you can import the data into your NetSuite account.
You can import bank statements in the following formats:
·      OFX (Open Financial Exchange)
·      QFX (Quicken Financial Exchange)
·      QIF (Quicken Interchange Format)

Reconciling Bank Statements

Keep your NetSuite account accurate by reconciling your statements.  NetSuite gives you the ability to manually mark transactions as cleared in the check register process if the items have cleared the bank but do not yet appear on a statement. When you reconcile a bank account, all reconciled transactions are automatically marked cleared. Transactions must be both cleared and reconciled before closing a period.
Within the Reconcile Bank Statement page, you can perform the following actions:
·      Reset - remove all unsaved changes
·      Hold -save your bank reconciliation to work on later
·      Refresh - refresh the information on the page
·      History - view list of completed bank reconciliations
·      Delete - delete the bank reconciliation
·      Go to Register - go to the register for the account

Stay tuned for more NetSuite Tips and Tricks,