For existing customers, to migrate to v3+ of the Box for Oracle NetSuite integration, you must be both: A NetSuite Admin with SuiteApp Bundle Installation privileges; and A Box Admin (or co-admin with the proper permissions) with the following: access to your company’s Box Enterprise ID (EID) the ability to authorize applications in the admin… Continue reading Migrating to v3 of the Box for Oracle NetSuite integration
Author: Geordy Cleetus
Custom page for manipulating balance based on various assessments
Fund Assessment This project/task briefs about the functionality of the Fund Assessment in DIAB instances. Fund Assessment is for manipulating various assessments from Donors or Charities or Projects. The assessments are Charity Application Assessment, Charity Renewal Assessment, Project Oversight Assessment, Foundation Services Assessment, Grant Assessment, Processing Assessment, Fiscal Sponsorship, Administrative Cost Assessment, Investment Oversight Assessment, Contribution… Continue reading Custom page for manipulating balance based on various assessments
Custom page for calculating Interest and Dividend of Assets managed by custom segment
Asset Interest and Dividend Screen Process Flow The users can navigate to the Asset Interest and Dividend screen using the following navigation. Asset Transactions Homepage Screens Asset Interest and Dividend screens are classified into the following. List Screen Create Screen View Screen Edit Screen List Screen of Asset Interest or Dividend The… Continue reading Custom page for calculating Interest and Dividend of Assets managed by custom segment
Custom Page for Assessments of Customers based on Investments and Administrative Oversight
ACA & IOA Assessment ACA & IOA Assessment screens used to calculate the Administrative and Investment Oversight assessment monthly basis. The journal entries created from ACA & IOA Screen stabilise the financial statements. 6.1 Process Flow ACA & IOA Assessment calculated and evaluated against the transactions activity of the DAF funds. Here we summarize… Continue reading Custom Page for Assessments of Customers based on Investments and Administrative Oversight
Custom Page for computing Assessments for balances that reside with Customers (based on the connected custom segment)
Interest Assessment Interest Assessment screens are used to calculate and charge the Interest Assessments against DAFs monthly. The transactions created using the Interest Assessment screens are journal entries. Process Flow Interest Assessments are evaluated and calculated against the transaction activity for the DAF funds. The following describes the steps and methods used in the… Continue reading Custom Page for computing Assessments for balances that reside with Customers (based on the connected custom segment)
Custom Page for Revaluation of Assets created using custom segments.
We have designed and developed the Asset Revaluation functionality in the asset transaction screens to standardize financial statements by revalue the assets. Asset Revaluation screens help users to revalue to assets created. The revaluation of the asset leads to a gain or loss in the value of the asset. 6.1 Screens The logged user… Continue reading Custom Page for Revaluation of Assets created using custom segments.
Sending An Invoice To Multiple Email Addresses In NetSuite
Navigate to the Edit page of an Invoice record. Click the Communication subtab and go to Messages To be e-mailed checkbox should be checked. Enter multiple Email Addresses. Note: This is the box on the right. Users can enter multiple email addresses by separating them with a semicolon. It is important to separate the addresses… Continue reading Sending An Invoice To Multiple Email Addresses In NetSuite
Page – ‘Donor Contribution’ for clients that provide receive Contributions from various Donors
We have designed and developed the Donor Contribution functionality using transaction screens to standardize financial statements. Donor Contribution screens help users to contribute to DAF , Charities and Project Charities funds from the customers and vendors. Once the transaction is completed, the balance of the receiving fund will be increased by the contribution amount. … Continue reading Page – ‘Donor Contribution’ for clients that provide receive Contributions from various Donors
Page – ‘Transfer of Fund’ for Clients that provide Grants across the world
We have designed and developed the fund to fund transfer functionality using transaction screens to standardize financial statements. Fund to Fund transfer screens help users to transfer funds between DAF ,and Project Charities Charities in multiple currencies. once the transaction is completed, the balance of the sending fund will reduce and balance in the… Continue reading Page – ‘Transfer of Fund’ for Clients that provide Grants across the world
Email communication is not present in transactions for a custom role.
For a custom role, the Email icon is not shown in any transaction record. To enable this, we need to enable Track messages in the Lists subtab of the custom role record.