NetSuite Accounting Support
Select a tool below or from the sidebar to get started.
Loan Payments
Enter loan payment details and generate NetSuite CSV import files for principal, interest, and checking entries.
ActiveCash Sales
Auto-pull Paladin, HealNow, IQ, and Amex data from SharePoint. Process and generate cash sheet imports.
ActiveInvoices
Pull invoice PDFs from SharePoint, extract data with OCR, rename files, and generate vendor bill imports.
ActiveCredit Cards
Process credit card receipts from SharePoint, extract transaction data, and generate CC charge imports.
ActivePK Invoices
Process PK insurance reports from SharePoint. Generate NetSuite invoice CSVs and per-account reconciliation workbooks.
ActiveLoan Payments
Enter loan payment details to generate a NetSuite CSV import file.
Payment Entries
| Date | Loan | Subsidiary | Principal | Interest | Addl. Principal | Checking Account | Total | External ID |
|---|
CSV Preview
Cash Sales
Import daily POS transaction reports and generate NetSuite cash sheet CSV imports.
Pull from SharePoint & Process
Automatically pulls files from configured SharePoint folders, processes them, and moves Paladin files to Completed.
Invoice Processing
Pull invoices from SharePoint, extract data from PDFs, rename files, and generate NetSuite Vendor Bill import CSV.
Step 1: Pull Invoices
Credit Card Charges
Process CC-flagged invoices and generate NetSuite Credit Card Charge import CSV.
Step 1: Pull CC Invoices
Pulls invoices with _CC suffix from the invoices folder on SharePoint (Accounting site), or from a dedicated CC folder if configured.
PK Invoices
Process PK insurance reports from SharePoint. Generate NetSuite invoice import CSVs and per-account reconciliation workbooks.
Step 1: Pull Insurance Reports
Downloads Excel reports from SharePoint and loads the insurance lookup table.