Course Objective

Do you want to learn how to use NetSuite’s comprehensive financial management capabilities to go beyond traditional accounting?

In the NetSuite: Finance Fundamentals course, you learn how to use NetSuite’s ERP features and capabilities to control expenses, accelerate your financial close, and ensure complete real-time visibility into the financial performance of your business.

This two-day course introduces key day-to-day, monthly, quarterly and yearly activities for performing finance and accounting tasks in NetSuite. The course begins by examining transactions associated with selling and purchasing goods and services, how those transactions flow through your business processes and ultimately into your financial reports. Next you will explore general ledger features such as classifications, working with journal entries, budgeting and expense allocations. The course concludes by closing the books for period/quarter/year end and teaching you how to tailor your Home Dashboard to quickly access business intelligence and manage activities.

Throughout the course you will be provided best practices and techniques for ensuring optimal use of NetSuite. Demonstrations and hands-on exercises will be conducted in a NetSuite OneWorld account with Advanced Financials enabled.


This course is right for you if you...

  • Are a finance or accounting professional who is new to using NetSuite and responsible for accounting, budgeting, billing, and preparing financial reports
  • Understand basic accounting concepts and terminology
  • Are familiar with basic NetSuite navigation and functionality. To ensure you have the necessary skills, watch the Getting Started videos in the SuiteAnswers Training Videos library

Key Tasks Taught: How do I...

  • Manage customer relationships to ensure my company is paid the money owed for providing goods or services?
  • Manage vendor relationships to ensure my company reflects the debts owed for receiving goods or services?
  • Identify and use General Ledger functionality?
  • Set up and use Multiple Budgets so that I can plan my future income and expenditure?
  • Set up and use Expense Allocation so expenditures are automatically spread throughout my organisation?

Duration: 2 days
Price: $1600 USD

View the Course Data Sheet

View the Course Schedule



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CPE credits

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