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NetSuite Admin Tip | Create a Custom Record for Month-End Task Tracking
Month-end close usually includes several tasks that must be completed by different users or teams. If these tasks are tracked only through spreadsheets, emails, or manual reminders, it can be difficult to see what is complete, what is late, and who owns each task.
A custom record can help centralize month-end task tracking in NetSuite.
Scenario
A finance team needs to track month-end close activities.
Examples may include:
- bank reconciliation
- journal entry review
- revenue review
- expense accruals
- intercompany review
- fixed asset review
- final close approval
The team needs a way to track each task, owner, due date, status, and completion date.
@Red Velasco-Oracle | Suite Builder & Suite Cloud Guru |🦖T-Rex
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