Netsuite’s standard function allows users to allocate various costs related to purchases within a receiving transaction (receiving slip).
However, some users may not be able to take advantage of this function because of the heavy input workload for this function.
The reasons for the large input man-hours include the need to input each transaction detail (although it is possible to input each transaction, there are restrictions, and we assume that each detail is input here), and the fact that the standard import function is not supported.
Coznet has developed an import function as a solution to reduce the burden of inputting the allocation of various expenses.
Although detailed screenshots are not available, the general outline is as shown in the figure below.
(1) Export the receipt details and expense details using Netsuite’s save function.
(2) After performing allocation calculations on Excel,
(3) The results are returned to the receiving transaction using the import function we have developed. This is the flow of the process.
In the case of a company with a large number of incoming statements or many types of expenses to be allocated, we believe that the development of this function will greatly reduce man-hours.
We also have experience in developing other functions such as scheduled allocation. Please contact us if you have any questions or concerns about the allocation of various accounts payable.