Financial reporting optimisation
The need for more accurate data
Our client noticed that line level classification data wasn't always being added by users when they were creating transactions in NetSuite, and asked whether there was a way we could ensure certain fields were mandatory under specific circumstances.
Solving the problem at its source
We developed custom functionality which allows mandatory line level fields to be specified by transaction type, business subsidiary, general ledger account type and cost centre. Business users are then shown an onscreen prompt when they attempt to save a transaction that doesn't contain all the necessary line level data.
Better data equals more accurate reporting
Eliminating missing data at the point of transaction creation ensures that all classification fields are correctly populated at all stages of the transaction process. This in turn eliminates missing data that historically needed to be rectified retrospectively, leading to improved processes and more accurate reporting.
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