The Certification process is broken up into distinct workflow roles that Users operate within. Out of the box, ReconArt comes with only the Preparers role as defined. All additional roles must be created here and will be of the type “Reviewer/Approver”, a read-only workflow role which either approves an account or rejects it back to the Preparer.… Continue reading Preferences Module: Certifications tab: Configure Roles
Author: Delia Jibin
Preferences Module: Certifications tab: Configure Calendar
The Certification Calendar is where the schedule for Account Certification is configured. Because Certification is a cyclical process, it consists of several events that need to happen on a certain time schedule in order to be manageable and transparent. These schedules can be different for different Certification Accounts, for example some accounts may need to… Continue reading Preferences Module: Certifications tab: Configure Calendar
Preferences Module: Certifications tab: Configure Periods
Account Certification is tied directly to defined Certification Periods. Periods are typically configured so that there is one a month, and may follow a traditional calendar or a fiscal year calendar (Period 1 == July, etc.). Once periods are configured, different Certification calendars (covered in the next lesson) may cycle every period (so accounts must… Continue reading Preferences Module: Certifications tab: Configure Periods
Preferences Module: General tab: Configure Account Classifications
Account Classifications allow for the categorization of accounts within ReconArt. Specific to the configuration of Certification, Account Classifications are used to determine what kind of Certification procedure each account undergoes, and which Certification Template those accounts will follow in the Certification Module. Classifications have no impact on their own. Instead, specific Certification Preferences which are… Continue reading Preferences Module: General tab: Configure Account Classifications
Preferences Module: Certifications tab: Configure Settings
Certification Settings contain specific over-arching settings which affect the entirety of the Certification process. Company Certification Policy:This is a file containing the company policy on Certification; a valid corporate statement that will be governing the systemwide Certification process. This document should be approved at a high level within the company and then attached to the… Continue reading Preferences Module: Certifications tab: Configure Settings
Expense Report Attachments Migration Tool
This can be used to migrate existing expense attachments to the File Cabinet dedicated employee expense folders. The migration tool uses internal logic to search all expense reports for files that should be moved to the predefined user folders. You can automatically schedule the migration, or you can use the migration tool to schedule the… Continue reading Expense Report Attachments Migration Tool
Setting up Budgets in NetSuite
It provides an estimation of expenses for a specific period of time and can help provide visibility for financial planning. Users’ ability to select and define accounts that are needed for their budgets and provide expense and income statements over a set period of time. It’s easy to set up a new budget in NetSuite… Continue reading Setting up Budgets in NetSuite
Imports options
ADD – Select if all imported records are new to NetSuite. UPDATE – Select if all imported records already exist in NetSuite, and the import is intended to modify these records. ADD OR UPDATE – Select if imported records are a mixture of new and existing records. Under Advanced Options: If Validate Mandatory Custom Fields checkbox is checked,… Continue reading Imports options
CSV Import
– NetSuite can only manage one type of data file – CSV. Using the CSV Import Assistant we can easily import data into Net suite by the following steps.Step 1 – Prepare the template for importing. Always note that your data is supported with net suite fields and formats eg. date,List fieldsCSV file have one draw… Continue reading CSV Import
Error_This record already exists
The error occurs during CSV import when we use an external ID that was already used. We can create a saved search to see if an external ID is already used in the system. How to resolveImport the record using a new external ID