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#61 | NetSuite Homepage and Dashboard

So you are using NetSuite, what tips and tricks can you use to maximize the benefits? In this article, we will cover the tips to navigating: NetSuite Homepage; NetSuite Dashboard

#60 | SOX Test of Effectiveness & Documentation

Here is an overview of what the testing training will cover. Our testing is on Test of Effectiveness or TOE. We’re verifying that control has been in place, and it operates as it was designed over a period of time. Lead Sheet & Control Descriptions; Test Procedures; & Workpaper Documentation

#59 | SOX Walk-through Overview

In this session, I will be reviewing with you a SOX Walk-through and an example of documentation and what level of detail is needed so that auditors can rely on your work. Objectives of Walk-through; Control Descriptions; Walk-through Procedures; and Document Example.

#58 | Part 6 Conflict List | NetSuite Segregation of Duties

Welcome to part 6, the last part in our Segregation of Duties Analysis for NetSuite. In this last part, we will finally come up with our conflict list. We did steps 1 through 5 to get to this final list.
Remove duplicates; Remove no matches; Remove false positives

#57 | Part 5 Matching Permissions Employees Rules | NetSuite Segregation of Duties

Welcome to the Part 5 of the NetSuite Segregation of Duties Analysis. In this article, we will be discussing how to match the permissions and employees with the four rules that we discussed in the previous post. There are 3 basic overall steps: (1) Match the permissions with the employees; (2) Remove some duplicate combinations; (3) Match the permissions plus…

#56 | Part 4 – Basic 4 Rules NetSuite Segregation of Duties

Welcome to Part 4 of the Segregation of Duties Analysis for NetSuite. In this session, we will cover the rules. In this case, we boiled it down to four basic ones. Credit Memo Versus the Customer Master. Creating Vendor Versus the Vendor Master. Create Vendor Bills Versus the Vendor Master. Create Journal Entry and Approving Journal Entries.

#55 | Part 3 Filtering Permissions Key Attributes | NetSuite Segregation of Duties

Welcome to Part 3 of NetSuite Segregation of Duties, Filtering Permissions for Key Attributes. In NetSuite, for us to see all the users along with the roles and the permissions and the levels they have, we need to run a search. In the previous session, in part two, we showed you how to do the custom search, so that we can pull out the users, permissions, the roles, and the permission levels.

#54 | Part 2 User Permission Report | NetSuite Segregation of Duties

Welcome to Part 2 of NetSuite Segregation of Duties or SOD. In this article, we will show you how to run the User Permission Report in NetSuite through; How to Run User Report or Employee Search; How to Run User Roles Search; How to Run User Permissions Search; How to Run User Permission Levels Search