Bank Reconciliation in Acumatica

Bank Reconciliation in Acumatica

You’ve recently implemented Acumatica as your new ERP system and now you need to reconcile your bank statements.  Reconciliations can be frustrating and time consuming especially if you have high volume and multiple accounts.  You can reconcile your statements as...
NetSuite SuiteAnalytics Workbooks Overview

NetSuite SuiteAnalytics Workbooks Overview

SuiteAnalytics Workbook provides an alternative to saved searches and reports.  Workbook combines reporting, searching and charting in a single tool – no need to export the data into excel.  The advantage of Workbook is that users do not have to have high levels of...
Creating Expense Report Policies in NetSuite

Creating Expense Report Policies in NetSuite

Travel and Expense policies manage how employees spend company money on travel and other relevant expenses.  A good expense policy sets up the rules that need to be followed.  The NetSuite 2020.2 New Release now provides you with the tools so that you can define and...
Vendor Prepayments in NetSuite

Vendor Prepayments in NetSuite

There are times when you need to send out a deposit on a purchase order before the vendor will ship out the product or provide services.  How do you do this in NetSuite when you haven’t received a bill yet?  Do you write a check and credit cash and debit AP?  I’ll...
Bank Reconciliations in NetSuite

Bank Reconciliations in NetSuite

Every business should reconcile each bank statement.  Ideally, this task should also be completed by someone not involved in the cash disbursements or cash receipt functions.  The reconciliation is used to compare your bank statement to what your cash transactions are...