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What is the purpose of this article? This article is intended to help users deepen their understanding and effectively leverage Solution 7. This is the perfect place for new users to get started!
- To install and setup Solution 7, please visit the Admin Install & Setup or User Install & Setup pages.
- To download the latest editions of Solution 7, please visit this page.
Training Guides & Spreadsheets
The following training guides were intended to be followed in order using data from the spreadsheets in the first bulletpoint.
- Spreadsheets to use with lessons (excel zip file)
- Basic Concepts: Build your first financial report with Solution 7
- Automation: Generate multiple reports from a single template
- Advanced Aggregation: Create highly summarized reports form your NetSuite data
- Function Reference Guide: Solution 7 extends Excel’s native functionality to provide additional functions which pull NetSuite Balances and Budgets directly from NetSuite. This Function Reference Guide contains conceptual information about the purpose of each function.