...
Readers are also recommended to take the Netsuite Essentials course using their Annual Self Study Training Pass - while this course is not specific to nonprofits, it does give a good overview of all the Netsuite features and terminology we will be using in this guide.
Related Links:
First Steps: Accessing your NetSuite instance for the first time.
Preparing to Migrate to NetSuite: An introduction to systems migration preparation from an operational and technical perspective.
...
The following sections are divided into “sessions” that correlate with each of the webinar sessions hosted by NetSuite. The sessions are summarized as follows:
...
During Session 3, we will review your accounts and discuss any issues or questions that may have come up after the file imports. Then, we’ll discuss entering and importing Customers and Vendors, and describe NetSuite print and screen forms and their relationship with each other.
Session 4: Projects and Accounts Payable
Describes the process of getting you ready to start entering transactions in NetSuite, which we recommend doing for one full month or more before you transition to NetSuite as your new system of record.
Session 5: Accounts Receivable, Cash Sales and Budgets
This session provides training on entering a vendor, creating bills and payment transactions, and accessing reports associated with Accounts Payable and payments.
Session 5: Accounts Receivable, Cash Sales and Budgets
This session provides training on Then we’ll look at entering customers, creating invoices and cash sale records, entering and importing budgets and accessing reports associated with Accounts Receivable and cash.
Session 6: Searches, Reporting, Help
The final webinar Going Live!
This session walks through the specific steps you’ll need to take for your cutover from your legacy financials system.
Session 7: Searches and Reports
This session covers additional important transactions such as making deposit and bank reconciliations, running additional reports, accessing other forms and accessing NetSuite Help options
...
This document helps with your cutover from your legacy financials system.
Session 8: KPIs and Dashboards
In this session, we will walk through creating KPIs and dashboards of use to you as a nonprofit organization.
Session 9: Help and Next Steps
The final webinar session covers accessing NetSuite Help options and details other resources available to you as a grantee.
Additional Resources
Financial Import TemplatesMigration Planning Considerations: For use in importing data into NetSuite during Sessions 2 & 3
First Steps: Accessing your NetSuite instance for the first time.
Preparing to Migrate to NetSuite: An introduction to systems migration preparation from an operational and technical perspective.
...
Important Considerations
These are some general considerations to take aware of as you read through this guide.
...