NetSuite- Transactions Management

Transactions


Bank

Write Checks
Make Deposits
Transfer Funds
Use Credit Card
Reconcile Bank Statement
Reconcile Credit Card Statement
Import Online Banking Data
Online Banking Statement
Pay Sales Tax
Pay Payroll Liabilities

Sales

Create Opportunities
Prepare Quotes
Enter Sales Orders
Approve Sales Orders
Manage Payment Holds
Fulfill Orders
Invoice Sales Orders
Create Invoices
Approve Invoices
Enter Cash Sales
Create Statement Charges

Employees

Enter Expense Reports
Track Time
Weekly Time Tracking
Approve Time
Create Payroll Adjustment
Create Payroll
View Payroll Status
Allocate Paycheck Expenses to Projects
View Individual Paychecks

Manufacturing

Build Assemblies
Unbuild Assemblies
Bill of Materials Inquiry
Component Where Used Inquiry

Management

Enter Memorized Transactions
View Audit Trail
View Payment Events
View Gateway Asynchronous Notifications
Transaction Numbering Audit Log
Print Checks and Forms
Search Transactions
Saved Searches

Purchases

Enter Purchase Orders
Order Items
Receive Orders

Billings

Approve Invoices

Commissions

Authorize Employee Commissions
Individual Employee Commission

Quota/Forecast

Establish Quotas
Edit Sales Rep Forecast
Edit Sales Manager Forecast

Need more? For more detailed information, please Contact Us or reach out to our Help Desk at  (214-793-1198).

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