In this lesson we look at the Recent Records, Shortcuts and New Records which should help you work more efficiently and effectively in NetSuite. We talk about when records show up in the recent records list, and how to view more than what appear on the dropdown menu. We talk about adding locations to your NetSuite shortcuts menu, including web locations outside of NetSuite. Then we cover how to use the shortcuts portlet and how to add it to your home screen if it isn’t already there. Lastly we cover why the New Records drop down can be helpful in speeding up your workflow, and how to customize the records listed underneath it.

In this lesson we cover the second half of the order to cash process in which we bill the customer and receive payment from them. We start the discussion with accepting customer deposits, incremental billing, and authorizing returns. Then we cover creating invoices one at a time or in a batch, as well as printing or emailing them to customers. Finally, we cover accepting payments including credit card payments, issuing credit memos, generating customer statements, and generating customer price lists.

In this lesson we cover automating reports and saved searches, and having their results sent to users automatically. We cover sending new search results when the results of a saved search change, and sending a saved search on a scheduled basis. We cover recurring scheduling options, and how to set them up. We look at setting specific recipients to receive the notifications, and having the recipients selected from the search results. We cover allowing users to subscribe to specific searches. We cover using updated fields to trigger the search results to be sent out, and we cover how to customize the message that is sent along with automatic search results and the format of those results. We cover scheduling reports and their recurrence, customizing the report message, and changing those schedules at a later time if necessary.

In this lesson we take a high level overview of the architecture of the NetSuite system. We cover topics such as how it is hosted, where it is hosted, and the technology behind the hosting. We talk about the advantages of having a hosted system, and why you probably want this. We talk about security and redundancy of the system and why it is usually more secure and redundant than most other systems for all but the largest of businesses. Finally we talk about software you should have to use NetSuite efficiently and effectively, and optional software you might want.

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In this video we take a look at the home dashboard and how it can be customized to help you more quickly accomplish your goals. We cover adding, removing and organizing portlets, which are the framework the dashboard is built upon, and where the content displayed on the dashboard resides. Specifically, we cover the Reminders, Calendar, KPI Meter, Key Performance Indicator, Shortcuts and RSS Feed portlets. Finally, we cover changing the layout of the dashboard.

In this video we cover transactions that are related to your employees. These transactions include: Time Tracking, Expense Reports and Commissions. We cover entering each of these types of transactions, and how approvals work for them. We also briefly talk about adding file attachments to Expense Reports, and setting up commission plans and schedules.

In this video we cover what are usually considered the three most important financial statements or reports; the Income Statement, Balance Sheet and Cash Flow Statement. We cover the summary and detailed versions of the reports, cover how the reports roll up and allow you to see meaningful summaries yet still be able to drill down into the data when needed. We cover filtering reports at runtime to get a better view into the business, and, of course, we cover what each of these reports is used for, in case you’re not an accountant.

In this lesson we install and configure the Sticky Notes bundle. We check to make sure that our system is setup correctly to allow StickyNotes to run. Then we review the install and components. We review settings to control how the bundle works, and its default settings. Finally we cover enabling sticky notes either on all records or on a one-by-one record type basis, and why you would choose each option.

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