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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In this video we answer the question “What is a Bundle”? We take a look at the components that go into a bundle such as Code, Records, Fields, Files, Scripts and Other Assets, and draw some useful analogies to help better understand how to think of a bundle. We take a look at where bundles come from and what makes them so useful. Lastly, we cover some words of caution when installing bundles.
In this video we cover setting personal preferences in NetSuite to allow the system to function how you want it to. We cover basic settings shown in the Settings portlet, and the Set Preferences area of the system. We cover general settings such as your email signature, localization and time zone settings, date and data formatting options, addressing and map defaults, showing internal IDs, how parent and subaccounts are displayed, and how to control dropdowns, records per page and pagination. We cover some more advanced and edge settings such as changing the colors of NetSuite and why you may want to do that, making the system more accessible to those with visual impairments, using the classic interface, changing the landing page, credit limit handling, and how transactions are printed or emailed. We cover general analytics settings and how reports look, how searches work, calendar and calendar sharing settings, and how to have alerts and dashboards emailed automatically. Finally, we look at how to temporarily restrict your view to a specific subsidiary, department, class or location.
In this video we take a look at inventory transactions including transfers and adjustments. We cover reviewing the Current Inventory Status report, performing bulk and one-off adjustments to inventory, and performing an inventory count using the inventory count cycle. We also review inventory transfers, perform an inventory transfer, and talk about the option of using transfer orders if you desire a more formal procedure.
In this video we cover the General Ledger, Trial Balance and Transaction Detail reports. We go over what each of these is, and when they are used. We cover how to customize the reports by changing the subsidiary, date range and other fields at runtime, and how to review each reports’ results. We cover how to make changes in the report builder as well, including adding extra fields, and adding additional filters that can be selected at runtime.
In this lesson we cover some more advanced features of StickyNotes. We take a look at field level notes in the header and subtab sections of a record. We go over attaching files and images to notes, and how to view those attachments. We cover note preferences such as changing fonts and color settings, and some hidden preferences. Finally we take a look at how note emails look.