FAQ
For each App, learn how to get started, manage your subscription or watch video tutorials.
SkyDoc
Bulk Email Invoices
Getting Started
- What is Bulk Email invoices?
- How long does Bulk email Invoices take to Implement?
- Bulk Email Invoices and NetSuite Consolidated Invoices
Vendor Statement
Getting Started
- What is Vendor Statement?
- How long does Vendor Statement take to Implement?
Inventory Count
Getting Started
- What is Inventory Count?
- How long does Inventory Count take to Implement?
Manage My Subscription
Manage My Subscriptions
- Bulk Email Invoices User Manual
- Bulk Email Invoices Upgrades
- Best Practices
- New Hire Training Guidelines
Manage My Subscription
- Vendor Statement User Manual
- Vendor Statement Upgrades
- Best Practices
- New Hire Training Guidelines
Manage My Subscription
- Inventory Count User Manual
- Inventory Count Upgrades
- Best Practices
- New Hire Training Guidelines
Tutorials
- How to Set Up AWS
- Drag and Drop
- Version Control
- Categories
- Create Categories
- Move/Copy Files
- SkyDoc Folders
- Create Folders
- Upload a Document to a Folder
- Give Portal Access to Folders
- SkyDoc Portal
- Give SkyDoc Portal Access
- Send a Document for Approval Through SkyDoc Portal
- Automatic Folder creation
- Approval timestamp
- Line level drag and drop in vendor bills
- Docusign integration
- Hide AWS credentials
- Email related transaction files
- Enable/disable approval workflow and file upload
- Line level view of files in expense reports and vendor bills
- CheckOut
- Add Note
- Attach Files
- Send SkyDoc Files Through Messages
- SkyDoc Gallery
- Preview Files
- View Files
- Download Files
- Making Files Public
- Making all Files in a Folder Public
- Accessing SkyDoc Files in a Saved Search
Tutorials
- How to Set Up Bulk Email Invoices
- Consolidated Invoices
- Email Open Credit Invoice
- Date ranges for statements
- Dunning email templates
- Give access to BEI role
- Exclude Consolidated Invoices from BEI
- Excluded Invoices
- Automate sending of emails
- Open Credit Memo
- Send as Muli-Attach
- Include Customer Statement
- Select Email templates
Tutorials
- Generate a statement during a particular time period
- Choice of email templates
- Filter by vendor category
- Filter by zero-balance transactions
- Filter by open transactions
- Choose to exclude aging balance from statement
- Multiple recipients (up to 10) for a statement
- Choose currencies to display in statement
- Works on NetSuite OneWorld
- Process up to 25 statements in one batch
Tutorials
- Item Configuration
- Turn On/Off the Item
- Schedule next count date
- Count Interval Feature to update Next count date periodically
- Item Worksheets( Bin / Non Bin)
- Option to filter Items based on Location/ Bin/ Item Name on worksheet
- Saved CSV import to import updated worksheet
- Item Scanning using scanner
- Interface to monitor the imported or scanned item quantity variance
- Interface to control items for which Inventory Adjustment needs to be created
- Feature to view the Processed or Failed records
- Analytics to track counted items