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  1. Community Partners Project Handbook
  2. Process and Training Resources

Process and Training Resources

NetSuite Basics

  • How to Print NetSuite Records
  • What is NetSuite?
  • How do I login to NetSuite for the first time?
  • How should we communicate with Community Partners in NetSuite?
  • What is a dashboard and how do we manage it?
  • How do we manage our users in NetSuite?
See all 12 articles

Procurement

  • Closing Open POs
  • How to Process an American Express Report
  • Entering Purchase Orders
  • Entering Expense Reports
  • How do I submit a vendor invoice bill in NetSuite?
  • What is the difference between a contract and a purchase order?
See all 8 articles

Financial Reports

  • Your Financial Managerial Reports
  • Your Financial Reports

Accounts Receivable

  • Cash Suspense
  • How to View and Edit Incoming Cash

Grants

  • Grants and Financial Access & Reporting Workshop- 11.14.23

Certify and AccuFund (ARCHIVE)

  • How do we generate our financial reports?
  • How do we read our project's financial report?
  • How can we check our cash balance?
  • How do we reconcile our American Express bill through NetSuite?
Community Partners Project Handbook