Templates and Actions
The Templates and Actions section in the Finsyte ribbon will create new Excel Worksheets in the current Excel Workbook with pre-built templates for more easily creating standard Financial statements (Standard Reports) or writing information back to NetSuite (Bulk Edit & Actions) for easier updating of data.
Standard Reports
Standard Reports include the following options...
- Balance Sheet Template
- Comparative Balance Sheet
- Cash Flow Template
- Comparative Cash Flow
- Income Statement Template
- Comparative Income Statement
- Trial Balance Template
- Comparative Trial Balance
- Budget vs Actual Template
Bulk Edit Templates
Bulk Edit Templates include the following options...
Where the Standard Report templates are created with parameter inputs at the top of the report to evaluate a series of Finsyte functions inside of Excel being pulled from NetSuite, the Bulk Edit templates have a dual purpose of sometimes returning information into Excel and other times pushing information to NetSuite to update records - either Budgets or Journal Entries. For more information, please refer to the specific template pages.