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NetSuite Finance Mastery Syllabus

Master financial operations, reporting, and analytics in NetSuite to optimize your organization's financial processes.

Duration

8 Weeks (40 Hours)

Level

Beginner to Advanced

Format

Live Online + Hands-on Labs

Certificate

Yes, Upon Completion

Course Modules

Module 1: NetSuite Finance Foundations

5 Hours

Introduction to NetSuite's financial modules and understanding the key components of NetSuite's financial infrastructure.

Topics Covered

  • NetSuite Financial Architecture Overview
  • Chart of Accounts Setup and Management
  • General Ledger Configuration
  • Subsidiary and Multi-Currency Setup
  • User Roles and Permissions for Finance

Module 2: Accounts Receivable Management

5 Hours

Learn to effectively manage the accounts receivable process in NetSuite, from customer setup to advanced collections management.

Topics Covered

  • Customer Records and Credit Management
  • Sales Orders, Invoicing, and Revenue Recognition
  • Payment Processing and Application
  • Collections and Aging Reports
  • AR Automation Techniques

Module 3: Accounts Payable Optimization

5 Hours

Master the accounts payable workflows in NetSuite to streamline vendor management and payment processes.

Topics Covered

  • Vendor Management and Terms
  • Purchase Orders and Vendor Bills
  • Payment Batch Processing
  • Three-Way Matching and Approval Workflows
  • AP Reporting and Analysis

Module 4: Banking and Cash Management

5 Hours

Learn to manage banking operations, reconciliations, and cash flow effectively within NetSuite.

Topics Covered

  • Bank Account Setup and Management
  • Electronic Banking and Integrations
  • Bank Reconciliation Process
  • Cash Flow Forecasting
  • Intra-company Transfers and Foreign Exchange

Module 5: Financial Reporting and Analysis

8 Hours

Develop expertise in creating and customizing financial reports and using NetSuite's analytical tools.

Topics Covered

  • Standard Financial Statements (P&L, Balance Sheet, Cash Flow)
  • Customized Financial Reporting
  • Financial Dashboards and KPIs
  • Saved Searches for Financial Analysis
  • SuiteAnalytics for Finance Users

Module 6: Month-End and Year-End Closing

5 Hours

Learn the comprehensive closing process in NetSuite and how to streamline period-end activities.

Topics Covered

  • Period Setup and Management
  • Month-End Closing Checklist and Procedures
  • Journal Entries and Allocations
  • Intercompany Reconciliations
  • Year-End Closing and Tax Reporting

Module 7: Budgeting, Planning, and Forecasting

4 Hours

Explore NetSuite's tools for financial planning, budgeting, and forecasting to support strategic decision-making.

Topics Covered

  • Budget Setup and Administration
  • Budget vs Actual Reporting
  • Financial Forecasting Techniques
  • Scenario Planning
  • Integration with Planning & Budgeting Cloud Service

Module 8: Financial Automation and Optimizations

3 Hours

Learn advanced techniques to automate financial processes and optimize NetSuite for peak financial performance.

Topics Covered

  • Workflow Automation for Financial Processes
  • SuiteFlow for Finance Users
  • Scheduled Financial Reports and Alerts
  • Audit Trail and Compliance Tools
  • Performance Optimization Techniques

Ready to Master NetSuite Finance?

Enroll today and transform your financial operations with expert-led training.

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