Budgets in NetSuite – 3 Ways!

We will review 3 different ways to provide budgets in NetSuite: using standard NetSuite functionality, using the multiple budgets included with Advanced Financials and OneWorld, and using Adaptive Planning (a complementary NetSuite product). Presented by Paul Thompson of Hein & Associates (now Moss Adams) and Dana Larson of Eide Bailly.

Simple budgeting included in the standard Financials module

  • How to add a simple budget in NetSuite
  • How to import a budget from a spreadsheet
  • Available classifications for my budget

The multiple budgets that are included with Advanced Financials and OneWorld

  • How multiple budgets work
  • How the local vs. global budgets in OneWorld work

Adaptive Planning – the complementary product

  • Benefits of using Adaptive Planning?
  • What functionality can be gained by adding this to NetSuite