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Bulk Edit Templates

Bulk Edit (and Actions) include templates that are specifically designed and formatted to allow users to update data to NetSuite based on information either downloaded from NetSuite or inferred according to input parameters.

The Bulk Edit templates include...

  • Budget Template: Used to download, review, and update budgets from and to NetSuite.
  • Journal Entry Template: Lets you post Journal Entries from Excel directly into NetSuite as transactions. It also supports downloading and updating of existing entries.
  • Intercompany Journal Entry Template: Used to post Advanced Intercompany Journal Entries that track transactions across subsidiaries. It also supports downloading and updated of existing entries.

Selecting any of these options will result in a new Excel Sheet being added to the existing workbook with a list of required parameters at the top similar to the Standard Report Templates. For more information on each template, refer to the links on each template type.

Validate Sheet

Validate Sheet appears in the Templates and Actions group of the Finsyte ribbon whenever a Budget, Journal Entry, or Intercompany Journal Entry template is the active sheet. It checks the template for errors or missing fields that would prevent an upload or cause an upload to fail.

Validate Sheet in the Templates and Actions group

Reading the Results

Detected errors will mark the problem cell red. Hover the cell for a detailed error message. Problems that apply to the whole sheet appear in the link cell at the top of the template.

Validation hover note

Correct detected issues and validate again to confirm your changes have solved all issues.