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Florida NetSuite Users Group 6/26/18

The Florida NetSuite Users Group met on 6/26/18 in Clearwater, FL. It was hosted by Docuphase and sponsored by Avidexchange, YayPay, and Avalara.  Tom White from WAC Solution Partners Florida, a NetSuite partner, was among the attendees. Docuphase gave a presentation on their enterprise automation product. Fastpath led a discussion on the new GDPR regulations …

NetSuite – Company Credit Cards

Today we will be discussing company credit cards.  How to create them within the system, enter charges, pay existing bills and pay credit card vendors First, let’s go over adding a new credit card. First, go to: Financial > Lists > Accounts > New or Accounting > Accounts > New. If you do not see either option, use the …

NetSuite – Reopening Accounting Periods

Welcome to part two of WAC Solution Partners’ series on closing periods! Today we will concentrate on reopening accounting periods. What is reopening a closed period and why would you want to do it? In NetSuite, when a period status is “Closed” no transactions can be posted to any date within the period by anyone …

NetSuite – Closing Accounting Periods

In most software packages, Closing Accounting Periods means roughly the same thing, but they do differ slightly. With some packages it may be a simple process, and in some packages it may be complex. In NetSuite, closing a period changes its status from “Open” to “Closed” and locks it so that no transactions can be …