Month: May 2021

Data migration

Data migration – list data Chart of Accounts Financial Segments Expense Categories Employees Vendors Items projects Project Tasks Data Migration – Transaction Data Historical Trial Balance (Consolidated) Open Trial Balance (Consolidated) Open AR Open AP Open Sales Orders Open Credit Memos Open Revenue Plans Open Vendor Credits NetSuite Automatic Upgrade Process 100% of our customer… Continue reading Data migration

Data Sheet India Financials

A PATHWAY TO SUCCESS With thousands of successful implementations, NetSuite has a deep understanding of businesses across all sectors and the many financial challenges they face. As the pace of change accelerates—especially for those still relying on aged, on-premise ERP systems— companies are struggling to keep up. While they strive to improve business performance and… Continue reading Data Sheet India Financials

SuiteSuccess India Financials First Premium Bundle Deployment Guide

Bundle Deployment Overview This document is designed as a guide for the deployment of the India Financials First Premium Edition also known as IN FF PRM. Any deviations from this sequence will result in an incomplete installation. IMPORTANT NOTES: It is critical to follow the installation sequence exactly as laid out in this guide &… Continue reading SuiteSuccess India Financials First Premium Bundle Deployment Guide

SYSTEM PREPARATION CONFIGURATION GUIDE

Overall System Prep This information should have been filled out with the customer live during the Activation Introduction. If it wasn’t configured then, but instead sent by the customer after the call, use this table to identify where the customer’s details impact the system (last column). Company Name: How name should appear on forms Setup… Continue reading SYSTEM PREPARATION CONFIGURATION GUIDE

Kyriba(Bundle) Integration with Netsuite

About Kyriba Kyriba is a global leader in cloud treasury and finance solutions, delivering mission-critical capabilities for cash and risk management, payments and working capital solutions. And who helps our Client company to Simplify ERP Payments, help accelerate every ERP project, Kyriba’s pre-built connections to more than 1,000 banks and inventory of 45,000 testing scenarios… Continue reading Kyriba(Bundle) Integration with Netsuite

CSV Import to add Bank Details for VENDORS

Before users can import Entity Bank Details, Vendor records which will be updated need to have the EFT Bill Payment checkbox enabled under Bank Payment Details subtab. This can be done via CSV Import or Mass Update. After updating this field, users can now do a CSV Import for the Custom Record called Entity Bank… Continue reading CSV Import to add Bank Details for VENDORS

NetSuite reports in a spreadsheet(Web Query)

NetSuite’s web query reports allow you to get report results directly from your desktop without having to go to NetSuite.  This is a great feature if you need to look at refreshed NetSuite data in Excel regularly or want to make the data available to users that do not have a NetSuite license. This feature is only… Continue reading NetSuite reports in a spreadsheet(Web Query)

Expansion level of financial reports

We can give the expansion level of financial reports on More Options section.1. Customize the one financial reports 2. Take More Options page in the Financial Report Builder page 3. Define an Expand Level for the custom report: Collapse All: Displays only the top levels of data. Level 1: Displays the top level plus an additional one… Continue reading Expansion level of financial reports