5 Steps to Improving Efficiency in Finance and Accounting. Take NetSuite even further and build on your team’s productivity. Learn more.

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Suite Learning webinars showcase training content available through NetSuite Learning Cloud Support (LCS). Elevate your NetSuite knowledge through top tips and best practices from our education experts.

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Resources

4 Tips to Get the Most Out of Your NetSuite Data Thumbnail

4 Tips to Get the Most Out of Your NetSuite Data

Keeping your data clean is integral to ensuring decisions are made with reliable, up-to-date information. Download this Ebook to learn best practices for managing data integrity, including: using system notes & audit trails to track data history and changes; migrating data with the CSV import tool to save time and prevent errors; and preparing and executing mass data updates to update multiple records with outdated information simultaneously.

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How to Leverage NetSuite Advanced PDF/HTML Templates

The Advanced PDF/HTML Templates feature allows you to customize printed and emailed transactions and enables you to dynamically and efficiently update forms. Download this Ebook to learn best practices for customizing NetSuite PDF & HTML templates, including setting up Advanced PDF/HTML Templates, leveraging Custom Forms to use Advanced Templates, and customizations using the Template Editor.

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How to Efficiently Close Your Accounting Periods in NetSuite

Ready to make closing your accounting periods even easier? Download this ebook to pick up a few tips on how to efficiently close your accounting periods with NetSuite, including facilitating period close activities, accessing the Period Close Checklists, and utilizing saved search and reports for reconciliation.

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Step-By-Step Guide to Managing and Customizing NetSuite Roles

NetSuite has a role-based access control system. This means that each user needs a role assigned to them in order to get access, and that role governs what they can see and do in NetSuite. Download this Ebook to learn more about user roles in NetSuite, including mapping standard roles to employee functions, customizing standard roles, setting role-based preferences, and accessing the customer center role.

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6 Tips to Get More Out of NetSuite Reports

Customize and enhance your NetSuite reports to enrich business insights and drive more informed decisions. Download this Ebook to learn key skills for building next-level reports, including leveraging Report Builder to customize standard reports; adding custom fields to incorporate formulas and custom metrics; and automating and scheduling recurring reports.

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How to Build More Impactful SuiteAnalytics Workbooks

With SuiteAnalytics Workbook, turn NetSuite data into easy-to-read charts and pivot tables. Start with a prebuilt template that can be customized based on your business needs. Download this Ebook to learn how to master your use of SuiteAnalytics Workbooks, including creating complex workbooks and datasets, connecting multiple datasets, customizing workbooks to format and filter data and generating visualizations.

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How to Improve Cash Management in NetSuite

Managing cash has never been more important as it is now. Oracle NetSuite provides key capabilities to help you do so efficiently and accurately.

Download this ebook and learn how to tackle top cash management tasks in NetSuite.

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Best Practices for Managing Customers and Prospects with NetSuite CRM

By using NetSuite CRM your sales team can focus on the key details to better manage every aspect of the customer relationship – and increase productivity. Download this Ebook to pick up a few tips on how to optimize NetSuite CRM for your sales team, including personalizing the CRM dashboard for sales roles, managing customer interactions, forecasting using quotes, and managing the opportunities pipeline.

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Tips to Streamline Key Accounting Tasks in NetSuite

Get the most from NetSuite accounting capabilities. Download this eBook to pick up a few tips for improving your accounting processes in NetSuite, including optimizing day-to-day tasks for AR, AP, accountant and controller roles; automating financial close workflows; and creating smart dashboards to analyze critical business metrics.

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NetSuite Shortcuts That Will Save You Time

We are all looking for ways to be more productive, even with the use of NetSuite. These simple NetSuite shortcuts will help users be more efficient and productive in their daily use of NetSuite. Download this ebook to discover some top NetSuite shortcuts, including utilizing keyboard commands, narrowing down global search results and accessing favorites and recent records.

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How to Build a NetSuite Saved Search

NetSuite stores critical financial, customer, project, and sales data, but how can you pinpoint exactly what you need? Using saved search, you can gain real-time insights based on criteria and filters you create. Download this ebook to pick up a few tips on how to build your first NetSuite saved search, including setting up standard saved searches, creating custom saved searches, and accessing published saved searches.

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How to Build and Customize NetSuite Workflows

Go beyond the basics of NetSuite workflows. Better understand how to design, visualize and customize automated business processes with SuiteFlow to boost efficiency. Download this ebook to learn more about NetSuite workflows, including building standard and custom workflows, performing form-level data validations, automating approval routing and supporting role-based business processes.

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Optimizing Data Imports

Optimizing Data Imports into NetSuite

Pick up some tips on how to correctly import data into NetSuite. Avoid common errors and ensure data integrity. Download this Ebook to learn how to correctly work with your data, including preparing the data, performing data imports and joins, utilizing data management tools and navigating common challenges.

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Top Tips for Managing Purchase Orders in NetSuite

Ensuring your procurement process is well structured eliminates unnecessary purchases and provides better insights into company spending. Download this Ebook to gain insights that will help you optimize your purchasing processes in NetSuite, including building approval routing for employee purchase orders, importing purchase orders and setting up automatic reminders and notifications for purchase requests.

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How to Optimize Dashboards and KPIs in NetSuite

A well-designed dashboard and relevant KPIs can keep you up to date on the business and on task. NetSuite dashboards boost productivity by displaying actionable insights in the form of KPIs, reminders, tasks and visual report snapshots in a single place.

Download this ebook to pick up tips on how to optimize your dashboards and KPIs.

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How to Build NetSuite Reports

Master the fundamentals of using standard reports, customizing reports and building new reports in NetSuite to get exactly the data you need to empower your business. Download this ebook to pick up a few tips on NetSuite reporting, including utilizing report filters and export features, building custom reports and formulas, and selecting data and metrics for custom reports.

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Top Tips for NetSuite Admins

Whether you’re a new or an experienced NetSuite administrator, we’re always looking for to ways to work more efficiently. Download this Ebook to discover best practices for top administrator tasks, including defining user roles and permissions, maintaining data integrity and creating and publishing personalized dashboards

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Optimizing NetSuite Records

Learn how to enhance NetSuite’s record and transaction pages. By adding custom fields, you can track all the information you need for your business. Download this eBook to learn about using custom fields in NetSuite, including creating and assigning custom fields by record types; deploying custom fields and customizing forms; and editing or deactivating an existing custom field.

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Get the Most Out of Your NetSuite General Ledger

The general ledger is the backbone of any accounting system. It's the core of all financial processes, and when designed right, makes controlling your finances much easier. Download this Ebook for tips to help optimize your general ledger, including creating and numbering your general ledger accounts; efficiently managing your chart of accounts; managing journal entry creations, approvals and reversals; and managing banking transactions.

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More Tips for Enhancing Your NetSuite Saved Searches

Make sure you’re able to use NetSuite saved searches to their fullest. Download this ebook to pick up more tips about saved searches, including defining and deploying advanced saved searches; embedding formulas for results, criteria and highlights; and formatting and grouping results with summary functions.

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Tips to Optimize Inventory Management with NetSuite

Get the most out of NetSuite Inventory Management for more informed business decisions. Better understand how to track, adjust, and view key data to enhance and simplify your inventory management processes. Download this Ebook to learn more about NetSuite Inventory Management, including utilizing inventory adjustment forms and worksheets, optimizing inventory transfer processes and supporting role-based inventory dashboards

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How to Track Key Metrics with Custom KPI Scorecards

Scorecards help to simplify complex comparisons among multiple KPIs. Learn about best practices for creating and monitoring NetSuite KPI scorecards that will help power your business decisions. Download this ebook to pick up a few tips on how to build KPI scorecards, including creating KPI scorecards and portlets, creating custom KPIs on a KPI scorecard and comparing and highlighting data.

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Tips to Tackling Top NetSuite Admin Tasks

As a NetSuite Administrator, every day your plate is full of many different requests from different areas of your organization. As a time-stretched administrator, you need to work more efficiently to meet these demands.

Download this ebook and discover quick tips for tackling some of the top administrator tasks.

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