Upcoming Meeting

Main Presentation:
Pro Tips for Everyday NetSuite Users

Presented by:
Dana Larson: Dana Larson Consulting

Sponsored by:

Date: Wednesday, Jul 15, 2026

Time: 08:30 am – 12:00 pm MDT

Location: Zoom Meeting

Description:


Dana Larson of Dana Larson Consulting will be covering a variety of topics that could prove helpful for users with little experience and also those who have used NetSuite for years.  We hope you can take away a gem to make your life easier!

Key Topics we will cover in this presentation:

• General Navigation
• Dashboard Tips
• Sublists
• Inline Editing
• Mass Updates
• Memorized Transactions
• Export GL Impact
• Email Reports on Schedule
• Saved Search Tips

Agenda:

CPE Information:

CPE Credit: 2
Level of Knowledge: basic
Delivery Method: Group-Internet
Prerequisites: None
Advanced Preparation: None
Field of Study: Information Technology
Additional Knowledge: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required.

CPE Learning Objectives:

By the end of this course, participants will be able to:

1. Create and manage sublists within NetSuite records to organize and display related transaction data in a structured, accessible format.
2. Edit records inline directly from list views without opening individual records, reducing data entry time for routine field updates.
3. Execute mass updates across multiple records simultaneously to apply bulk field changes in compliance with organizational data governance policies.
4. Configure and apply memorized transactions to automate recurring journal entries and other repeatable transaction types.
5. Schedule automated delivery of saved searches and reports via email to distribute timely financial and operational data to stakeholders.

Thank you Netgain for supporting RMNSUG CPE Credits!
Netgain is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

For more information regarding administrative policies, or to voice any complaints or concerns, please email peggy.evleth@charted.com 



About RMNSUG Meetings:
Our regular meetings are held exclusively via Zoom. Our In-Person Networking events are exclusively on-site/in-person.

This session is offered free of charge. Therefore, there are no refunds given. In the event that RMNSUG must cancel a session, participants will be contacted via the email address used to register for the event.

If you have not registered to attend, please feel free to do so!

If you have registered to attend, we will send you an email with meeting details on the preceding Monday, and also on the meeting Morning.

Please RSVP no later than 24 hours prior to the event. A link to our online meeting will be sent as a reply to your RSVP.

Can’t make the meeting? If you are a member, request to join the RMNSUG Forum on LinkedIn for announcements about upcoming meetings, events, job openings, communication with other members, and to be alerted when the presentation slide deck and video recording from this meeting are available.

Rocky Mountain NetSuite User Group is an independent non-profit and is not affiliated with NetSuite Inc.