Learn how to expand your NetSuite knowledge and skills.

As a NetSuite user, you may be wondering how to make the most out of your daily use of the system. You may not have time to read the instruction manual, so you need quick tips to get you started.

This series will guide you through the top challenges that users face and help you learn how to optimise your use of NetSuite.

Upcoming Events

Get the Most Out of NetSuite Inventory Management

Enhance your inventory visibility, tracking, and control capabilities. Learn how to better track and manage inventory from supplier, shelf, and into the customers hands.

Join this virtual event with NetSuite experts and pick up some tips to better manage inventory

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On Demand

Couldn’t join us live?

We have you covered. Past events are available On Demand and will be published after each event.

Get More from NetSuite Custom Fields

NetSuite custom fields are fields that you can add to your records and transactions to record information specific to your business needs.

View this on-demand webinar with NetSuite experts to understand how you can optimise your record pages

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Managing Fixed Assets Leases in NetSuite

NetSuite Lease Accounting aligns with GAAP standards, ensuring accurate lease reporting based on its classification as either a finance or operating lease.

View this on-demand webinar with NetSuite experts to discover how our module automates the entire lease accounting process, ensuring seamless compliance with the latest tax regulations and accounting standards

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Creating NetSuite Workflows

Are you using the full power of NetSuite workflow capabilities? SuiteFlow helps businesses maximise efficiency by automating workflow-driven tasks, from simple alerts and data input validations to complex, multistage processes—without any complex programming or development effort. View this on-demand webinar with NetSuite experts to understand the key capabilities and best practices of SuiteFlow and how you can optimise workflows by workflow foundations to support unique business needs, overview of workflow manager, workflow components and modular workflow design.

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Customise Your NetSuite Financial Statements

Tailor your financial statements to support your business’ needs. View this on-demand webinar to learn how you can customise your financial statements in NetSuite by getting started with financial statement layouts, customising financial statement formatting and sharing custom reports with key stakeholders.

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How to Manage Your Customers and Prospects in NetSuite

Building strong relationships with your customers and prospects is key to the success of your business. A customer relationship management (CRM) solution can help manage those interactions in a single place. View this on-demand training event with NetSuite experts to learn how to optimise your use of NetSuite CRM by personalising the home dashboard for CRM tasks, creating and managing activities and customer interactions, forecasting using multiple quotes and managing the opportunities pipeline.

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Fast Track Your Year-End Close in NetSuite

Close out the fiscal year with ease. Take advantage of key NetSuite features to help you automate your year-end close and prepare for the year ahead. View this on-demand webinar with NetSuite experts to learn how to optimise your year-end close by utilising NetSuite automatic close, reviewing key steps with the period close checklist and optimising company year-end and employee year-end processes.

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Using NetSuite Shortcuts

With a few quick clicks, users can navigate NetSuite like a pro. Learn how you can utilize NetSuite shortcuts for improved productivity – and get time back in your day. View this on-demand training event to learn about commonly used NetSuite shortcuts, including keyboard and search shortcuts, accessing recent records, user guides and more.

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Customising NetSuite Reports

From accounting to operations, you likely use many of NetSuite’s standard reports. However, you can also build custom reports to fill in any missing gaps.

Join this training event with NetSuite experts to pick up some tips to help you customise reports, including modifying pre-built standard reports to add, move, and delete fields; changing attributes, groupings, filtering, and sorting; and creating new reports from scratch with different metrics and formats.

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Managing Fixed Assets in NetSuite

Managing 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.

View this on-demand training event with NetSuite experts to understand how NetSuite can help better control and report on fixed assets by utilising standard and custom depreciation methods, integrating asset management with accounting, and leveraging fixed Asset Workflows and Reports.

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Optimising Your Use of SuiteAnalytics Workbooks

SuiteAnalytics workbook datasets can make analysing crucial business data even faster and easier. Learn how to best create and customise datasets to highlight opportunities that drive the success of your business.

View this On Demand training event with NetSuite experts to understand how you can optimise SuiteAnalytics workbooks by building workbook table views and pivot tables, defining column-level filters and advanced formatting, creating charts to graphically represent source data, and exporting and sharing workbooks with other users and roles.

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Building a NetSuite Saved Search

With the right data you can make the right business decisions. NetSuite Saved Searches allow users to search through almost all records in NetSuite to pinpoint the financial and customer information needed. The results from a Saved Search can be used in many ways such as add to a dashboard, export the data or create a list.

Join this webinar to learn about NetSuite Saved Searches, including standard searches foundations and best practices, understanding search outputs, and building search templates for your organisation.

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Harness the Power of NetSuite's Dashboards

You may already be familiar with basic dashboards, but did you know NetSuite’s home dashboard is just one of several dashboards you can customise to your needs? You can build your own workspace with the most relevant key performance indicators (KPIs).

View this on-demand training event to learn how to customise your NetSuite dashboards and KPIs, including personalising dashboards for specific users and roles, setting up KPI portlets and KPI meters, and custom KPIs. This Suite Learning event offers a sample of the training content available through NetSuite Learning Cloud Support (LCS).

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Top Tips to Improve Your NetSuite Admin Skills

Enhance your administrator skills and better support your business. Designed to empower both new and experienced NetSuite administrators, learn how to better configure your NetSuite solution with native set-up, customisation, and configuration options.

View this on-demand webinar with NetSuite experts to optimize NetSuite administer tasks by modifying and creating custom roles for better controls and security, managing data and maintaining data integrity and leveraging customizations with SuiteApps.

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Resources

How to Build and Customise NetSuite Workflows

Go beyond the basics of NetSuite workflows. Better understand how to design, visualise and customise 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.

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NetSuite Shortcuts That Will Save You Time

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.

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How to Build a NetSuite Saved Search

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.

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How to Optimise Dashboards and KPIs in NetSuite

A well-designed dashboard and relevant KPIs can keep you up to date on the business and on task. NetSuite dashboards boost productivity by displaying actionable insights in the form of KPIs, reminders, tasks and visual report snapshots in a single place.

Download this ebook to pick up tips on how to optimise your dashboards and KPIs.

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How to Build More Impactful SuiteAnalytics Workbooks

With SuiteAnalytics Workbook, turn NetSuite data into easy-to-read charts and pivot tables. Start with a prebuilt template that can be customised based on your business needs.

Download this Ebook to learn how to master your use of SuiteAnalytics Workbooks, including creating complex workbooks and datasets, connecting multiple datasets, customising workbooks to format and filter data and generating visualisations.

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Tips to Tackling Top NetSuite Admin Tasks

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.

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5 Steps to Improving Efficiency in Finance and Accounting

As a NetSuite user, you understand the benefits of automating routine accounting tasks. But if important financial processes are still being managed outside of NetSuite, you’re missing an opportunity. Find out how much more productive your team could be by using NetSuite to take on additional processes like depreciation, revenue recognition and more.

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How to Build NetSuite Reports

Master the fundamentals of using standard reports, customising 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 utilising report filters and export features, building custom reports and formulas, and selecting data and metrics for custom reports.

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How to Efficiently Close Your Accounting Periods in NetSuite

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 utilising saved search and reports for reconciliation.

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