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Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.

Here are some examples to get your creative juices flowing.

"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"

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

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