Expert Quick Tips
SuiteProjects Pro supports standard list or multi-select custom segment fields from NetSuite when using the SuiteProjects Pro NetSuite integration. However, if you try to directly map a dropdown-type custom field…
When an approver rejects a transaction in NetSuite SuiteProjects Pro—such as a timesheet, expense report, or invoice—clear communication about why can dramatically improve the resubmission process. By including the rejection…
If your organization uses the Incurred vs Forecast Revenue Rule for recognition it is important to stay on top of Resource Scheduling or Bookings. The Rule uses this formula to…
Some of your clients might be billed for a fixed fee amount every month for work on their projects. If you are tired of creating new fixed fee billing rule/recognition…
Timesheet rules are dependent on current work schedule defined (on company or user level) and apply both for weekdays and weekends. The system will not apply the usual daily timesheet…
SuiteProjects Pro has been enhanced with a new Home Screen for even more targeted and actionable views than before. For this Expert Quick Tip, we will create a report and…
When a record is exported, part of the process is marking it as exported and populating the NetSuite Internal id in SuiteProjects Pro. There are instances where the export process…
Understanding how to properly configure Time Billing Rules with Caps is crucial to ensure accurate customer invoicing. Since SuiteProjects Pro doesn’t provide an automated way to cap invoiced amounts, using…
Managing user accounts across multiple systems can be time-consuming and prone to error. When an employee leaves your company, you typically need to update their status in both NetSuite and…
You may already know about the optional feature to allow timesheet line-item rejection in NetSuite SuiteProjects Pro, but did you know that there are actually two internal switches that need…
