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NetSuite Saved Searches for Accounting Users

Introduction

Course Overview (2:30)

NetSuite Basics

NetSuite Internal IDs (1:18)
Header vs. Line level data (5:31)
Reports vs. Financial Reports vs. Saved Searches (4:09)
System Notes (3:01)
Common saved search fields in NetSuite (7:49)
NetSuite Saved Search Field Filter Extension (1:09)
Next Steps

All Posting Transactions Saved Search

How to create a saved search (2:30)
Posting transaction saved search overview (3:18)
Saved search criteria overview (3:49)
Saved search results overview (5:42)
Using summary type to enhance saved search results (3:56)
Saved search permissions (2:36)
Posting Transaction Saved Search

Account Segment Saved Search

Overview (2:34)
Criteria (2:29)
Results (2:21)
Automating search distribution (4:15)
Next steps - account segment saved search

Midpoint check-in

Midpoint check-in (0:36)

Updating Customer Records with Saved Search and CSV Uploads

Building a Customer Saved Search (5:07)
Preparing the CSV file to update Customer records (4:56)
Update customer records with the CSV import tool (9:41)

Conclusion and next steps

Conclusion (0:50)
Next Steps and Further Resources

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Overview

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