[mlederer]

Does anyone create a standard monthly financial package directly out of NetSuite? I simply would like to be able to click a button after I close that will generate a standard output for management distribution (i.e. P&L, Balance Sheet, Cash Flow, Sales reports, actual versus budget, etc.). Essentially, it would be a macro out of NetSuite. If so, how did you do it? I am trying to avoid having to print out the same sheets every month-end.
This is a cached copy. Click here to see the original post.

[trimblee]

RE: Summary Financial Package

If you’re using the standard reports, or saved customs, you can set them to auto-email, assuming you close on the same day every month.

There’s no way to send all the reports at once, on demand (single button that sends ’em all), other than script.

Evan

[Damon Read]

We manually re-key into Excel.

The reports out of NetSuite are ok but don’t look very professional and don’t include complicated forecasting unless you buy the bolt on.

The forecasting bolt on is good but expensive when we factor in the time effort required.

[Author]

Posts