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.

Are you looking for ways to streamline your account payable process? In this hands-on workshop, discover ways to use Home and Vendor dashboards to stay on top of AP activities and metrics, and how to use Memorized Transactions to automate recurring bills. Looking for more ways to automate bill creation? Experience NetSuite Bill Capture, it scans and captures invoice data into NetSuite, then automatically matches it to your purchase orders, saving time, and manual entry. To receive continuing professional education (CPE) credit for this workshop, please sign up with the session assistant.

This session will highlight the critical role of change management in aligning people and processes with new or expanding ERP systems. Learn how to engage your workforce, communicate effectively, and lead with impact through change using proven methodologies. You’ll leave with tactical strategies and ways to leverage change management to maximize the return on ERP investments, creating a more agile and responsive organization.