Category: Meetings

The video recording, slides, and handouts from all past meetings.

NetSuite Budgeting vs NetSuite Planning and Budgeting (NSPB)

Join us for our November User Group meeting as we explore how to maximize your financial planning and budgeting effectiveness within the NetSuite ecosystem. Brad Kwiatek of Kwiatek Consulting will guide you through a valuable comparison of the core budgeting features available in NetSuite ERP versus the more advanced, strategic capabilities of NetSuite Planning & Budgeting (NSPB). Learn how this powerful companion tool complements your ERP to transform your planning from a static process into a dynamic, collaborative, and data-driven function. This session will help you determine the right solution to drive better forecast accuracy and agility for your organization.

Key Topics we will cover in this presentation:

  • Complementary Tools: Understanding the distinct roles of NetSuite ERP for day-to-day operations and NSPB for strategic forecasting.
  • The Power of Real-Time Data: Leveraging pre-built integration to ensure your budgets and forecasts are based on accurate, up-to-date financial and operational data.
  • Beyond the Standard Budget: Exploring advanced features like Scenario Modeling and What-If Analysis (features not readily available in ERP budgeting).
  • Enhanced Collaboration: Moving past spreadsheets to a centralized environment with workflows and version control.
  • Streamlining Planning: How NSPB’s pre-built templates and automation can reduce your planning cycle times.
  • Specialized Planning: A look at advanced modules like Workforce Planning and OpEx Planning.

NetSuite Accounting Spotlight 2025

This meeting is focused on the Basic Accounting Functions in NetSuite and how to leverage NetSuite to do more of the work for you. Dana Larson of Dana Larson Consulting will cover Journals, AR, AP, Amortizations, Memorized Transactions, Bank Recs, Dashboard hints, and Reporting tips meant to make your life easier. Although the content may be more directed at newer users, even seasoned NetSuite veterans might pick up some tips and tricks.

Accounting Spotlight 7.16.25Download

NetSuite Advanced PDF/HTML Templates

Pierce Blodgett from Stratos ERP Partners will be discussing NetSuite’s Advanced PDF/HTML Templates module — a powerful tool used to customize printed and emailed transaction forms like invoices, purchase orders, and statements. We’ll walk through the core concepts behind customizing templates using HTML, CSS, FreeMarker syntax, and NetSuite record fields. Whether you’re just starting with Advanced Templates or looking to improve your current implementations, this session will offer actionable insights and best practices.

If you’re responsible for NetSuite forms, customer communications, or want to give your business documents a professional, branded look, this meeting will be especially valuable.

Advanced PDF Templates SlidesDownload

NetSuite Revenue and “ARM”

Advanced Revenue Management in NetSuite

Mike Kachline from Vertafore, Inc will be discussing Revenue in Netsuite, and the NetSuite “Advanced Revenue Management” aka “ARM” module. We will walk through essential Revenue accounting principals, followed by how revenue conceptually “flows” within Netsuite’s ARM module. If you are thinking of using ARM, or, currently using ARM, but not very well, this meeting will be very relevant to you. If you are simply interested to learn more about revenue recognition in general, you too will are likely to learn some helpful things.

Topics we will cover in this presentation:

  • Define concepts  “Revenue”, “Deferred Revenue” and “Unbilled Receivables” from an Accounting and Netsuite System perspective.
  • Define common Revenue Recognition “scenarios”
  • Overview of Netsuite Revenue Recognition options WITHOUT the use of ARM.
  • Discuss concepts of Revenue Recognition “Events” and “Plans”
  • Discuss ARM Records: “Arrangements”, “Elements”, “Plans” and “Journals”
  • Overview of Netsuite’s “flow of records and events” when using ARM.
2025-03-19 Netsuite Revenue Recognition OverviewDownload

Saved Searches with Peter Ries 1/15/2025

Peter Ries from NetSuite presents on the topic of Saved Searches. Topics covered in this presentation:

  • How Saved Searches Are Used
  • The Elements of a Saved Search
  • Selected Record(s) 
  • Filters (aka Criteria)
  • Use summary data in the criteria
  • Results
  • Formulas
  • Summarizing results
  • HTML Formatting Results
  • Highlighting and Available Filters
  • Controlling access to searches
  • Best Practices
NetSuite Saved Searches – Peter RiesDownload
NetSuite Saved Search Tips & TricksDownload

Scripting for Non-Scripters 2024

Mike Kachline, Vertafore, will presents “Scripting for Non-Scripters.” In this meeting, we will cover the basics about NetSuite SuiteScript, with the intent of empowering admins, accountants and executives with essential knowledge about what scripts can do, and how those are managed, within a NetSuite system. This is NOT an “intro to writing code”, but instead, a deep dive into the “what” and “why” of scripting in NetSuite.

Topics covered in this presentation:

  • What is “SuiteScript”?
  • How are NetSuite scripts typically used?
  • Where are scripts found? (What scripts are installed?)
  • Which scripts are running?
  • How to disable/enable scripts.
  • Finding and viewing script logs
  • Monitoring script performance metrics.
Netsuite Scripting for Non-Scripters 2024Download

Customizing NetSuite

Cory Anderson of Stratos ERP Partners presents Customizing NetSuite. He will cover some of the basic and essential customizations possible in NetSuite as well as a few advanced topics. This meeting is designed for any NetSuite administrator or power user and will provide insight on how to customize NetSuite for your company’s users and business processes. Beginner and seasoned NetSuite users alike will find valuable takeaways to help them get the most out of NetSuite for their businesses.

In this presentation, we will be covering the following topics:

  • Custom Fields
  • Custom Lists
  • Customizing Forms (screen and print)
  • Custom Records
Stratos – Customizing NetSuite Sept 2024Download

NetSuite – Back to Basics

Dana Larson from Dana Larson Consulting will be presenting NetSuite: Back to Basics. Topics covered will include:

  • General Navigation
  • Reminders
  • Preferences
  • Global Search
  • How to get Help
  • Lists
  • In-line editing
  • Print Checks and Forms
  • Overview on reporting options
    • Reports, Searches and Workbooks and when which option is better
    • Exporting results
    • Emailing reports on a schedule
    • Setting a default “detailed” report
  • Export GL impact
  • CSV Imports
  • Popular Add Ins
  • This presentation/course is appropriate for all levels NetSuite users.
NetSuite Back to Basics 7.17.24Download