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NetSuite for Consultants, 2e

You're reading from   NetSuite for Consultants, 2e Your comprehensive guide to becoming a successful NetSuite consultant in 2023

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Product type Paperback
Published in May 2023
Publisher Packt
ISBN-13 9781837639076
Length 346 pages
Edition 2nd Edition
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Author (1):
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Peter Ries Peter Ries
Author Profile Icon Peter Ries
Peter Ries
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Table of Contents (28) Chapters Close

Preface 1. Section I: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
2. Introduction to the NetSuite Ecosystem, Platform, and Related Features FREE CHAPTER 3. Selecting and Applying an Implementation Methodology 4. Creating a Project Plan 5. Section II: Understanding the Client’s Organization
6. Documenting the Organization’s Requirements 7. Analyzing the Organization’s Users and Roles 8. Understanding the Organization’s Accounting and Finance 9. Getting to Know the Organization’s Entities and Items 10. Identifying the Organization’s Main Transactions 11. Section III: Implementing an Organization in NetSuite
12. Custom Forms, Records, and Fields 13. Centers and Dashboards 14. Items and Related Lists 15. Customers, Vendors, Contacts, and Other Entities 16. Financial Transactions and Period Closes 17. Procure-to-Pay Transactions 18. Order-to-Cash Transactions 19. Other Transactions and Custom Transactions 20. Analytics, Reports, and Data Exports 21. Section IV: Managing Gaps and Integrations
22. Managing Gaps and Creating Custom Automations 23. Managing Integrations 24. Managing Data Migrations 25. Other Books You May Enjoy
26. Index
Appendix: My Answers to Self-Assessments

Financial Transactions and Period Closes

The bookkeepers, accountants, and financial managers within any organization will learn to love the flexibility that NetSuite provides them with to work with Journal Entries, Period Closes, Taxes, and more. You need to learn how to make sure your client’s financial experts and accountants are satisfied so that they will be able to complete their tasks every day, including at the end of their financial periods, with NetSuite.

In this chapter, we will cover the following topics:

  • Setting up and using the General Ledger (GL)
  • Implementing currency management
  • Setting up and using banking features
  • Using Journal Entries
  • Performing and managing Period Closes
  • Overview of NetSuite Tax features

Your client’s financial managers, bookkeepers, and accountants will be your main contacts for the topics covered in this chapter. They should have already completed the NetSuite Foundations training...

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