SUITE
Learning

Switching between Outlook and NetSuite to log emails, update records, or schedule follow-ups slows teams down and increases the risk of missed information. The NetSuite Connector for Outlook helps sales, marketing, and support teams stay responsive and organized by syncing Outlook emails and calendar events directly to NetSuite CRM. Download this ebook to learn how the NetSuite Connector for Outlook can save time and reduce manual work by logging emails and meetings to the correct NetSuite records with a single click; improve collaboration and decision-making with real-time visibility into recent activity, open opportunities, and support history directly in Outlook; keep customer records complete and up to date by capturing new leads, contacts, and opportunities without leaving your inbox.

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.

As e-invoicing mandates expand around the world, finance and operations teams face growing complexity managing country-specific requirements. NetSuite’s e-invoicing solution helps businesses streamline compliance, reduce manual work, and standardize invoicing through built-in tools and integrations. Download this ebook to learn how NetSuite can drive consistency across regions with standardized templates and submission flows; increase accuracy and reduce rework through proactive validation and automation; and scale with confidence by aligning global governance with local configuration.

Accurately tracking the depreciation of fixed assets and complying with lease accounting standards is easy in NetSuite. Learn best practices for managing the entire asset lifecycle, from acquisition to retirement. Download this Ebook to understand how NetSuite can help better manage fixed assets by setting up standard and user-defined depreciation methods for different points in an asset’s lifetime; controlling fixed assets in a variety of ways to ensure accuracy & compliance; and accurately reporting across assets, valuation, and depreciation.

Manual collections and overdue invoices can hold back your cash flow. NetSuite offers a smarter approach by combining automated follow-ups, self-service portal, and integrated payment processing to simplify your receivables process from start to finish.
Download this ebook to learn how to use NetSuite AR automation capabilities to get paid faster by automating follow-up emails that escalate based on overdue balances and timing; free up your AR team by shifting routine invoice and payment tasks to self-service; and improve cash flow visibility by automatically matching payments to invoices and reducing reconciliation errors.

Manual data entry mistakes can slow down approvals, create additional follow-up work, and lead to inconsistent reporting. SuiteFlow, NetSuite’s built-in workflow tool, helps you guide users, apply validations, and stop incomplete or incorrect data from being saved.
Download this ebook to learn how NetSuite can help you streamline data validation and reduce errors, including improving accuracy by validating fields in real time using workflow triggers and conditions; reducing follow-up work by guiding users with inline warnings and confirmations during data entry; and enforcing compliance by preventing records from being saved unless they meet your business rules.

If you’re managing cash using spreadsheets or disconnected tools, it’s time for a smarter approach. Cash 360 delivers a real-time view of your cash position and streamlines forecasting using live NetSuite data. Download this ebook to learn how NetSuite can simplify and strengthen your cash forecasting process by giving a complete, real-time view of your cash position with consolidated balances across banks, receivables, payables, and subsidiaries; improving forecast accuracy by including cash activity like payroll and interest that falls outside of AR and AP; and eliminating manual tracking by planning short-term cash needs directly in NetSuite using real-time data and automation.

Spreadsheets and manual processes make critical midyear reforecasting slow, inaccurate, and difficult to manage. NetSuite Planning and Budgeting connects forecasts directly to real-time NetSuite ERP data and uses AI-driven insights to help you update plans faster and forecast with greater confidence. Download this ebook to learn how to reforecast smarter and stay ahead by reducing errors and saving time through real-time syncing with NetSuite ERP data; navigating change confidently using continuous rolling forecasts and flexible what-if models; and making more informed decisions with AI insights that surface risks and trends.

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.

NetSuite dashboards boost productivity by displaying actionable insights in the form of KPIs, reminders, tasks, and visual report snapshots in a single place. A well-designed dashboard and relevant KPIs can keep you up to date on the business and on task. Download this ebook to pick up a few tips on how to optimize your dashboards and KPIs, including: Personalizing dashboards for specific users and roles. Setting up KPI portlets and KPI meters. Customizing KPI scorecards. Creating custom centers.

Summarize, aggregate, and create graphical representations of data from any dataset available to you in NetSuite with SuiteAnalytics Workbook. Workbooks are easy to create with drag-and-drop editing, so no coding is required.
Download this Ebook to learn how NetSuite can alleviate time-consuming report creation, including using dataset and workbook templates as a starting point for customizing reports to your business needs; creating datasets and customizing workbook dataset visualizations with table, pivot, and chart views; and expanding your analytics capacity with NetSuite Analytics Warehouse and its embedded AI intelligence.

Automated, standardized bank reconciliations with NetSuite help organizations maintain accurate financial data, improve cash management, and make informed decisions. Download this Ebook to learn how NetSuite can automate your bank reconciliation processes, including seamlessly integrating financial data into NetSuite with automatic imports, automatically matching transactions with imported bank lines, and reporting on outstanding transactions for manual review.

Formulas, typically used in Saved Searches and SuiteAnalytics Workbooks, can be combined with SuiteFlow to extend NetSuite to meet more complex conditions, calculations, and rules to support your unique business needs. Download this Ebook to learn how SuiteFlow can automate complex business processes, including creating the initial workflow, combining fields into a formula, and using functions to make use of the fields.

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.

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.

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

Having the ability to easily customize NetSuite ensures NetSuite can support the unique needs of your business. Download this Ebook to get some best practices for customizing NetSuite, including creating custom fields to capture the information your business needs; predefining custom lists to simplify field selections for employees and customers; leveraging custom records to collect and store information that is not available in NetSuite; and identifying and categorizing custom segments that organize and manage your 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.