Administrator - Training Queries
- How to automate the emailing of statements to Customers on a monthly basis
- How to enable vendors to update their insurance details online (if possible?) - this should be integrated into a scheduled email system
- Invoice billable customers - our approach - timesheet consolidation, best practice, PO and Item Groups - see further info here http://www.testedgroup.com/book/training/invoice-billable-customers
- General 'health' check of how we use Netsuite
- Use of Customer 'category' field in achieving reporting outcomes, e.g. what can it do for us
- Effect of rending a transaction or job inactive on historical reports
- Effect of class being assigned in different ways. e.g. on item code, in transaction header or body and what overrides what
