Posts by Kristen MacMillan
The Power of SuiteProjects Pro and NetSuite
In our latest Power Up Series video, we explore how SuiteProjects Pro and NetSuite work together to give both your finance and professional services teams exactly what they need without making either side compromise. Here are the highlights: Data stays in sync across both systems — clients, users, projects, and transactions all kept consistent, with…
Read MoreTop Step Partners with Celigo to Build Connected NetSuite Ecosystems for PSOs
We’re excited to announce that Top Step has partnered with Celigo, a leading enterprise integration platform as a service (iPaaS) provider, to help Professional Services Organizations build fully connected NetSuite ecosystems. For most PSOs, the NetSuite decision is clear. SuiteProjects Pro manages projects, resources, time, and billing. NetSuite Financials handles the numbers. Together they form…
Read MoreManaging Timesheet Corrections in SuiteProjects Pro
Timesheet errors are inevitable, but letting them derail your billing, reporting, and KPIs doesn’t have to be. In this Power Up Series video, Ronn Breaux walks through every option SuiteProjects Pro gives you to catch and correct time entry mistakes, no matter where they are in the approval process. Key Takeaways: Learn how to self-reject…
Read MoreSuiteProjects Pro Power-Up Series: Resource Management Views
Are you struggling to get a clear picture of your team’s availability and workload in SuiteProjects Pro? In this Power-Up Series video, we dive into the powerful resource management views that help resource managers and project managers stay on top of scheduling, assignments, and availability. Key Takeaways: Learn how to use the List View to…
Read MoreTop Step Closes the Gap Between Quoting and Delivery with QuoteBuilder
If you’ve ever watched a well-scoped project start on shaky footing because the quote that sold it was built in a spreadsheet, you already understand the problem QuoteBuilder was designed to solve. Professional services organizations running SuiteProjects Pro have long faced a frustrating disconnect: their PSA platform handles projects with precision, but the quoting process…
Read MoreTop Step’s 5 Most Requested Scripts for SuiteProjects Pro
Are you looking to automate workflows and extend the functionality of SuiteProjects Pro? Watch this Power-Up Series video, where we’ll dive deep into the five most requested scripts from our clients. Since the scripting center became available, nearly every implementation includes custom scripts to streamline processes and eliminate manual work. Key Takeaways: Transform manual project…
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