Vendors
First step before you enter a new vendor
What is use GLOBAL SEARCH where you can enter some or all of the vendor name to see if it already exists in NetSuite
The paths to enter a bill
What are Transactions/Payables/Enter Bills
Use Shortcut
The path to import the credit card statement in NetSuite
What is:
Transactions/Credit Card Import/Import Credit Card
The two ways to reconcile a bank statement
What is importing a QFX file or using the bank statement
Name 3 ways you can run the Income Statement
What are:
Total by company
Total by subsidiary
Monthly by company/Subsidiary
Qtrly by company/Subsidiary
The 2 paths to enter a vendor in NetSuite
What are:
Non classic interface
Vendors/Lists/Vendors/New OR
Make it a shortcut
Path to Bill Payments
Transactions/Payables/Pay Bills
True or False:
You can create matching rules and apply them to the current statement after you save the statement.
What is FALSE.
BEFORE you initially save the cc statement you must create the matching rules to have them apply.
Process: Import statement/review and set up matching rules/reload page
How to run AP report
What is Reports/Vendors/Payables/AP Aging
Report can be run by subsidiary or in total and can be by transaction date or due date
The primary company for all vendors
What is AOC
How to select company for creating bill
What is customization - End User will need to select a company and if not will receive an error message
Name 2 ways to set up a matching rule
What are:
On Credit Card Statement - go to "Custom Match Rule" and select "New"
Setup/Credit Card Import Setup/Credit Card Custom Matching Rule
Setting a vendor as 1099 eligible
What is under financial tab/tax information check 1099 Eligible box. Check will come up on the vendor list
Setting up default expense account
What is go to Financial tab and enter account number in default expense account
Name of saved search to run balance sheet for several periods
CUSTOMIZATION:
What is HHN Balance Sheet prior period comparison