Hi there - we're so glad you're here!
This month's edition of TechNotes is packed with things we think you'll love - a little celebration, some helpful tips, and a glimpse of what's coming next. So go ahead, pour yourself a coffee (or your beverage of choice), and let's jump in!
Big News: Techfino Awarded NetSuite Partner Spotlight Honor
Industry Spotlight Award: Health & Beauty
NetSuite has honored us with its Industry Spotlight Award for “outstanding expertise, customizations, and intellectual property in key micro-verticals". While the badge highlights our work in Health & Beauty, the win really belongs to you - your bold projects and candid feedback push us to innovate every day.
Missed the May Webinar?Watch On-Demand
“Stop Fighting Your Data - Unlock the Hidden Power of NetSuite”
Couldn’t join us live? The full replay is ready whenever you are, but here are four high-impact takeaways you can act on today - no new modules required.
1Hidden Gems You Already Pay For
Most clients never explore the reports that ship out-of-the-box. These aren’t fillers - they were built by NetSuite’s own product team for specific decision-making use cases. Once you know what’s there, you stop rebuilding reports from scratch.
Quick Win: Open the “Sales by Customer Profitability” report (standard in most roles). From there:
This gives you margin insights that most teams only get after a spreadsheet deep-dive.
2Dashboards That Work as Hard as You Do
Dashboards should be built like a cockpit. When a team member logs in first thing in the morning, they should immediately know: what’s happening, what’s off track, and what to do next.
Quick Win: Pick one role (like Purchasing). Ask them:
Then build a dashboard using trend graphs (to surface early dips), reminders (to act on deadlines), and saved searches as worklists (like POs overdue >30 days).
3Saved Searches → Exception Engines
4Dashboards That Work as Hard asYou Do
Alerts aren’t just “FYIs” - they’re early warnings. You can combine Saved Searches with thresholds and dynamic email routing so the right person gets notified only when they’re needed.
Quick Win: Choose one scenario with business risk (like a vendor being created without approval). Create a Saved Search:
Now NetSuite taps someone on the shoulder when it matters - not after the audit.
Webcast Coming August 14:Top 5 NetSuite Mistakes Costing You Time & Money (And How to Fix Them)
In our next client webcast we’ll unpack the mis-steps we encounter most often - configuration quirks, process gaps, reporting blind spots - and show you the fixes you can apply the same day.
Feel free to share the link with teammates who live in NetSuite daily.
From the Blog: New Reads from Our Team
Want to dig deeper into strategy, updates, or best practices? Here’s what our team’s been writing about lately:
From Frustrating to Functional: How to Create Custom PDFs from NetSuite Saved Searches
From Fulfillment to Finance: How Tracking “Days to Invoice” Can Transform Your Cash Flow
by Diego Bugani
NetSuite Pricing: Cost Breakdown, User Licensing & Hidden Fees (June 2025 Update)
by Bryan Willman
Explore more at
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