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New to NetSuite | Dashboard Shortcuts > Bank Imports and Reconciliation

edited Jan 3, 2024 9:30PM in Basic Accounting 1 comment

Navigating repeatedly to Transactions > Bank when accessing your bank imports and reconciliation can still be a little tricky for others especially to those who are still new to NetSuite. So why don't we simplify the access to these pages by creating shortcuts on the dashboard?

Here's how!

  1. Click on the Home button on the upper left side of your screen, below the Oracle NetSuite Logo.
  2. Click on Personalize. In the Standard Content, choose Shortcuts.
  3. Click on the vertical ellipsis on the Shortcut portlet and choose New Shortcut
  4. Set a name for the shortcut and then paste the URL.
  5. If you want the shortcut link's targeted page to open in a new window, put a tick make on Open in a New Window

Micah Patricia Timbol | Basic and Advanced Accounting, OTC Guru

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