Learning how to customize your searches and reports is critical to gaining insights specific to your business. In this workshop, you will get hands-on experience with customizing Saved Searches and financial statements. We will show you how to utilize conditional logic formulas in your Saved Searches to display different data based on a condition you define; and customize the income statement layout to view desired financial data. To receive continuing professional education (CPE) credit for this workshop, please sign up with the session assistant.

In this session, we will delve into two powerful features of NetSuite - SuiteBilling and SuiteProjects. Learn how to leverage SuiteBilling to streamline the management of your subscription contracts and automate billing processes. Unlock the full potential of your projects with SuiteProjects by gaining a comprehensive understanding of project billing rules, generating charges, and invoices directly from your projects. Explore how to effectively plan, execute, and track projects while gaining insights into resource utilization, project profitability, and performance metrics. To receive continuing professional education (CPE) credit for this workshop, please sign up with the session assistant.

Common challenges such as ensuring compliance to keeping the collaboration going amongst your accounting team can really disrupt a business. If you want to meet these needs and save yourself a lot of time poking around for errors and making manual adjustments, you’ll want to make sure you attend this session. We’ll show you how consistent, automated, and continuous accounting can alleviate many of the issues that bog down your accounting processes and free your team to allocate more time for the important, not the tedious, stuff.