Welcome to the NetSuite vendor data upload training session. This training is part of the NetSuite implementation where we will show you step-by-step how to upload vendor data into NetSuite.
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#44 | NetSuite Customer Data Upload
Say hello to customer data upload into NetSuite. This is part of the process when we do a NetSuite implementation and we have to upload customer information into the system. We are going to show you step-by-step how to upload customer data into NetSuite…
#43 | NetSuite Employees Upload
A lot of companies are using NetSuite now. In a NetSuite implementation, the employees upload is an important part of the data migration process. In this session we dive into the employee data upload process and show you a demo in NetSuite…
#42 | NetSuite Chart of Accounts Upload
Welcome to NetSuite Chart of Accounts Upload. We have done a lot of data migration projects and would like to share the mistakes we have made with you so you can avoid them. In this session we briefly review the data migration process, look at the list or the type of data that we have to upload, and specifically narrow in on chart of accounts including…
#41 | NetSuite Data Migration Process
We have completed a lot of NetSuite implementation and consulting projects in the past, and we would like to share some of the things we learned, so that you don’t have to make the same mistakes we made. In this article we are going to discuss the reasons why companies choose NetSuite, NetSuite data migration overview, and the steps which are the following…
#40 | Spreadsheet Testing for SOX
Welcome to spreadsheet testing for SOX. We previously discussed report testing for SOX (link to #39). There’s a difference between spreadsheets and system reports. We will go over that today and how to scope key spreadsheets. We will also tell you some other criteria to help you prioritize them. Next we will show you the steps to…
#39 | SOX System Report Testing
Welcome to SOX system reports testing. Report testing has received a lot of focus by external auditors and the PCAOB recently so we want to address it today. The reason these system-generated reports are important is because management uses them to make judgements for booking journal entries or recording financial transactions and…
#38 | Best Practices for SOX Kick-off Meetings
It’s always great to apply the effective and best practices for SOX Kick-off meetings. It’s not just a meet and greet meeting, it’s the opportunity to set the expectations and alignment with the project team and the client to be able to launch or improve a SOX project successfully…
#37 | Part 2 – Tick-Tock Tick-Tock the SOX Clock
This is part 2 on building a project timeline for SOX 404. We answer tactical questions like: (1) Which processes should we start with? (2) When should we do the process documentation? (3) When should we do the walk-throughs? (4) When should we do the testing? (5) How many rounds of testing should we do?…
#36 | Part 1 – Tick Tock Setting the SOX Clock
We will be learning how to build an annual project timeline for SOX 404 compliance. In this session, we dive into a lot of details on how we build a project timeline and the rationale behind it. We answer questions like: (1) What does the annual SOX timeline look like? (2) What key activities & processes to include in the timeline? …