NetSuite Budget and Financial Reporting

Topic Description Duration
Introduction
  • Introduction of Facilitator
  • Introduction of Participants
  • Agenda/Topics
 15 minutes
Budgeting Process
  • Overview
  • Budgeting – Manual Entry
  • Budgeting – CSV Import
  • Budgeting – Copy Budget
  • Budgeting - Reports
30 minutes
Hands-On Exercise

 

 15 minutes
Financial Reports and FRB
  • Objectives
  • Financial Reports Overview
 15 minutes
Break   15 minutes
GL Auditing Numbering
  • GL Audit Numbering Overview
  • Enabling the feature
  • Setting Preferences
  • Run GL Audit Numbering
  • GL Audit Numbers in Transactions
  • GL Numbering Setup
  • GL Audit Numbering Report
 15 minutes
Financial Report Builder
  • Financial Report Builder Overview
  • Access the Financial Report Builder
  • Financial Report Builder Interface
 30 minutes
Hands-on Exercise   30 minutes
Q&A   15 minutes