SuiteProjects Pro Best Practices
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 gray zone between finance and operations, it surfaces at the worst possible time, usually right before a billing cycle, and it has a way of…
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 the opportunity. NetSuite owns the financials. Concur handles employee expenses. And SuiteProjects Pro (SPP) sits in the middle trying to manage it all. The problem…
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 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 Pro’s scripting engine, organizations can extend the platform’s native functionality to create automated solutions that enhance data quality, ensure compliance, and save significant time. In…
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…
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