Posts by Alexis Jackson
The Expense Report Nobody Wanted to Touch
How Two SuiteProjects Pro Scripts Turned a Dreaded Month-End Chore Into a Non-Event There is a task in every professional services organization that nobody volunteers for. It sits in a…
Read MoreHow SuiteProjects Pro Scripting Closes the Loop Between Salesforce, Concur, and NetSuite
For professional services organizations, the gap between winning a deal and recognizing revenue is filled with manual steps, disconnected systems, and data that never quite lines up. Salesforce knows about…
Read MoreTaming Month-End Chaos: How One Script Reduces Hundreds of Journal Entries to One per Project
If your organization uses SuiteProjects Pro to manage projects and NetSuite Financials to manage your financials, you are probably familiar with the drill at month-end: revenue recognition runs in SuiteProjects…
Read MoreAutomating Financial Governance with SuiteProjects Pro Scripting
SuiteProjects Pro provides robust project management and financial tracking capabilities out of the box. However, professional services organizations often need customized workflows to match their unique business processes. Through SuiteProjects…
Read MoreSimplifying Leave Management: How a Custom SuiteProjects Pro Script Transforms PTO Compliance
Managing employee leave balances has long been a pain point for professional services organizations. Between vacation time, sick days, and banked hours, ensuring accurate tracking while preventing policy violations can…
Read MoreStreamlining Project Hierarchies: How the Copy Parent Fields to Child Script Maintains Data Integrity Across Nested Projects
For professional services organizations managing complex project portfolios, maintaining consistent data across parent and child projects can be a significant challenge. When projects are nested within larger programs or initiatives,…
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