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 (Record 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
Record Edit Templates
Record Edit Templates include the following options...
Bulk Record Templates
Bulk Record Templates are templates you design yourself in the Finsyte Template Portal for almost any NetSuite record type. Open one from Record Edit > Bulk Records to get a worksheet where you can download, create, and update records in bulk. Start with Getting Started with Bulk Records.
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 Record 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. Bulk Record Templates extend that second purpose to the record types you choose. For more information, please refer to the specific template pages.