Unleashing the Power of NetSuite Invoicing in Excel
There are plenty of good reasons to invest in an ERP like NetSuite: cost savings, performance metrics, and improved efficiencies in accounting can all make a big difference in the way you do business. Some built-in functions, however—like invoicing—may not fully meet your needs straight out of the box.
Adapting NetSuite for an individual business’ needs is not uncommon. Customization is available through multiple resources, such as add-ons and integrations. This holds true for invoicing, as well. Fortunately, NetSuite is built to support integration to make it an even more powerful tool for your organization.
Why You Need Analytics for Invoicing
Creating NetSuite saved searches is a crucial step in streamlining the invoicing process within the NetSuite platform. These searches serve as powerful tools that enable users to filter, sort, and display specific sets of data relevant to their invoicing needs. By leveraging saved searches, businesses can tailor their view of financial information, ensuring quick access to key details such as customer transactions, outstanding balances, and billing histories. This customization not only enhances the efficiency of the invoicing process, but also provides a comprehensive overview for decision-makers.
To initiate the process of creating NetSuite saved searches, start by navigating to the Reports tab and selecting the Saved Searches option. Here, you can define search criteria based on fields like transaction type, date range, and customer details. Once the search parameters are established, save the configuration for future use.
Saved searches can be scheduled to run automatically or accessed on-demand, offering flexibility and real-time insights. In essence, the ability to create and utilize NetSuite saved searches empowers organizations to tailor invoicing workflows to specific needs, ultimately fostering efficiency, accuracy, and informed decision-making.
But often, to get a full picture of your organization’s invoicing, you’ll need to combine multiple saved searches into one place, such as a spreadsheet. This labor-intensive manual process takes most people multiple hours per week to complete.
What if we told you that there’s a way to cut out the manual process, save hundreds of hours a year, and create an automated dashboard that shows everything you need for your invoicing process right in Excel? That’s where CloudExtend Excel for NetSuite comes in.
If you’re tired of the tedious process of navigating through NetSuite to access your invoices, CloudExtend Excel for NetSuite will revolutionize the way you view and manage your invoices. This Built for Netsuite certified integration was purpose built to extend the value of the applications you’re already using—like NetSuite and Excel—and build efficiency while doing it. Let’s take a look at how it works.
Adding a NetSuite Saved Search to CloudExtend
Using CloudExtend and saved searches for all your invoicing needs begins with a simple yet powerful step: adding a NetSuite saved search to CloudExtend. With CloudExtend Excel for NetSuite, this process is a breeze, offering an unparalleled level of customization and convenience.
Step 1: Click Under the Create Custom Report Section to Start a Search
Forget about the limitations of pre-existing dashboards. With CloudExtend Excel, you can start from scratch, tailoring your reports to meet your unique needs.
Step 2: Click Add Report
The gateway to your NetSuite data opens with a click. CloudExtend Excel seamlessly integrates with your NetSuite account, providing a smooth pathway to your saved searches.
💡 Pro Tip: Utilize the search window dialog for a quick and efficient search. Whether it’s a key-value pair search or a list search, CloudExtend Excel gives you the flexibility to find your NetSuite saved searches with ease.
Step 3: Select the saved search(es) you wish to run and click Add
Here’s where the magic happens. CloudExtend Excel empowers you to choose the saved searches that matter most to you, ensuring that your data is always at your fingertips.
Step 4: Click Next
CloudExtend Excel doesn’t just stop at providing you with the data: It lets you take control of how and when you want it. Whether you want to schedule report generation or skip straight to viewing your results, the choice is yours.
⚠️ Note: Don’t forget to save your file to OneDrive for Business or SharePoint before scheduling. CloudExtend Excel seamlessly integrates with these platforms, ensuring your data is stored securely.
Step 5: Configure Your Schedule
For those who love efficiency, CloudExtend Excel allows you to set up scheduled report generation. Choose your interval and frequency—it’s all about giving you the power to manage your data on your terms.
Step 6: Click Create
And there you have it: A seamless integration of your NetSuite saved searches into the powerhouse that is Microsoft Excel. CloudExtend Excel brings your data to life, effortlessly populating your Excel workbook with invoicing data.
Experience the Difference with CloudExtend Excel for NetSuite
Say goodbye to the days of time-intensive NetSuite navigation. With CloudExtend Excel for NetSuite, you’re not just viewing invoices, you’re experiencing a new era of efficiency, customization, and control. Empower yourself with CloudExtend Excel for NetSuite—because your data deserves nothing but the best.
Ready to take your NetSuite invoicing experience to the next level? Dive into the future with CloudExtend Excel for NetSuite and revolutionize the way you view and manage your invoices. Your data, your way. Try it here absolutely free.