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Your Finance Stack, Your Way
Running SuiteProjects Pro with QuickBooks, Ramp, or other non-NetSuite financial packages A professional services firm chooses SuiteProjects Pro for the reasons most firms do. It runs projects, plans resources, tracks time, and bills clients better than anything they had before. Then the question comes up: our accounting lives in QuickBooks, our company cards and expenses…
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 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 Pro, the integration pushes transactions to NetSuite, and suddenly your accounting team is staring at a wall of journal entries, one for every single time…
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 consume significant administrative resources. One of Top Step’s recent clients faced exactly this challenge. The solution we developed demonstrates the transformative power of custom SuiteProjects…
Read MoreSuiteProjects Pro Year-End Administrator Checklist: Preparing for 2026 Success
As we approach the close of 2025, it’s a good time for SuiteProjects Pro administrators to prepare their systems for the year ahead. We recommend this annual process to prepare for 2026 and continue to optimize your professional services operations. At Top Step, we’ve refined our year-end preparation process through years of supporting hundreds of…
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, critical information like Salesforce Opportunity IDs and NetSuite Project IDs need to flow seamlessly from parent to child projects for accurate revenue reporting and financial…
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