Self-paced

airSlate for NetSuite

5
Star Rating
1471 students
30 minutes
Are you looking for the best way to manage integrations, analytics, and reporting in your NetSuite organization? Discover how to use built-in integrations, track the processes you run, and automatically generate reports right from your NetSuite account.
airSlate for NetSuite

About this course

This course walks you through the entire process of delegating your routine and complex operations in NetSuite to document workflow automation tools. You’ll learn how to simplify and accelerate document workflows and data routing inside your NetSuite organization without switching accounts or relying on expensive integrations.

By the end of this course, you'll be able to automatically run your data-driven workflows in NetSuite, pull and route data to the external systems you use, and implement analytics and tracking without leaving your NetSuite account.

What’s included?

lessons to explain how to simplify your data-heavy workflows in NetSuite
quiz to consolidate your knowledge & test new skills
certificate to showcase your new skills

What will you learn?

How to automatically run document workflows from your NetSuite account
How to generate reports and track progress without leaving NetSuite
How to automate any actions for your processes in NetSuite
How to create or update records in NetSuite based on document data

Who is this course for?

Anyone interested in enhancing their data-heavy operations in NetSuite
Anyone looking to boost analytics and reporting in their NetSuite organization
Those who want to advance their career with new skills

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What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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Great results with less effort: airSlate solutions for improving NetSuite AP automation

Today’s fast-paced commercial environment demands business processes run without interruptions. Automation technologies, ERPs, and CRMs are the driving forces helping companies achieve this goal and increase productivity. NetSuite has earned its worldwide reputation as one of the most efficient enterprise resource planning (ERP) systems, providing a cloud-based suite of business applications within a single platform. It has module solutions for online management of HR, sales, marketing, and customer relations processes. However, the main NetSuite automation focus is finance, accounting, procurement, and inventory management.

Finance is critical for any business requiring top-level accuracy and continuity maintenance. Manual data processing in finance and accounting results is not the solution: it’s error-prone, time-consuming, and inefficient as financial teams are overstrained managing tons of paper-based invoices, bills, and reports. Switching accounts payable workflows from manual to computerized, particularly with NetSuite automation tools, is the primary step to making your finance department work more productive and cost-efficient.

What is NetSuite AP automation?

Accounts processing automation (or AP automation) is a technology that creates an automated workflow for recurring tasks in accounting. This includes receiving invoices, checking them with the relative purchase orders (often with the OCR functionality), forwarding these invoices for approval to all the responsible parties, payment processing, and post-finish reconciliation.

Performing these steps automatically instead of manually entering data and sending emails helps AP teams save time and deliver payments on schedule. NetSuite offers a solution for this goal.

NetSuite AP automation is software embedded in the platform for invoice review, approval, and payment processing. It provides an accurate invoice matching with vendor orders, purchase orders, and other supporting documentation. Plus, it automatically fills out debits and credit records, freeing account specialists from manual entry. It features a dashboard for accounts payable so that AP specialists can easily track their accounting paperwork in progress or pending, control the due dates, prepare reports, and manage payments in real-time.

With all the above, NetSuite’s native software for financial management works great for improving AP workflows, but can you make it even better? Yes, through integrating with other business applications. airSlate’s workflow automation platform is the ideal solution to seamlessly run all your accounting and finance processes.

Let’s take a look at how airSlate improves NetSuite AP automation.

airSlate automation for NetSuite

airSlate is the best solution on the market. It’s an end-to-end workflow automation platform that enables users to create, automate, and integrate recurring business processes within a single solution. airSlate offers multiple document-based templates, which you can easily customize according to your company’s needs. For instance, it has pre-built workflow templates for finance and accountants, such as invoice creation, budget planning and approval, or goods receipts. It allows users to legally sign their paperwork electronically, plus request and collect payments on-site.

With airSlate, you don’t need to write a single line of code to configure your workflow or to connect the tool with your ERP system. airSlate uses robotic process automation technology (or RPA) with a range of Bots to perform particular tasks. All these Bots are ready-for-use and can be set up within minutes.

Here is what you can do with RPA for NetSuite tools from airSlate:

  1. Launch and automatically run a particular process in your ERP system
  2. Create or update the existing records in your NetSuite module
  3. Export data from completed forms to certain NetSuite records
  4. Pre-populate your accounts forms with data from ERP
  5. Notify your NetSuite contacts about a document being opened for editing or completion

You can find the list of airSlate Bots for NetSuite integration and learn more about them here. Setup is simple and the results of airSlate RPA for NetSuite are huge:

  • AP team’s productivity increases as the manual work they perform is minimized
  • Relations with suppliers and partners get better thanks to faster invoice and payment processing
  • The sales cycle gets reduced, and the flow of goods and cash speed up
  • The company saves money and increases its profitability

A final word

Integrating your ERP with airSlate will greatly improve your business. Plus, there’s no need to organize a special airSlate for NetSuite online training for your staff. Your employees can enroll in the airSlate Academy and take free courses to learn how to automate AP workflows. Explore best practices for NetSuite automation and streamline your business today!