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
SkyDoc 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 Folders
- 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 to Files
- Add Note to Record
- Line Level Drag and Drop
- Subsidiary Based Folders
- Search Files
- Attach Files
- Send SkyDoc Files Through Messages
- SkyDoc Gallery
- View Files
- Download Files
- View Files From Saved Search
- Folder Hierarchy
- Copy Parent Folder Permissions
- Create New Folders From Portal
- Default Folder Based on File Type
- File Privacy
- Video Preview
- Attaching Files to Entity
- Edit Folder Access Permissions
- View Message Files from Message Record
- Sign from Portable
Bulk Email Invoice 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 Multi-Attach
- Include Customer Statement
- Select Email templates
- Select Email Author
- Select Email Source
- Enable Automation
- Memo Inline Edit
Vendor Statement 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
Inventory Count Tutorials
- Item Worksheets
- Inventory Count Using CSV Import
- Count Items Using Item Scan Page
- Count Items in Configuration CSV
- Create Inventory Adjustments
- Inventory Count Screen
- Inventory Count Custom Record
- View Errors And Processed Records
- Schedule next count date
- Count Interval Feature to update Next count date periodically
- Option to filter Items based on Location/ Bin/ Item Name on worksheet
- Interface to monitor the imported or scanned item quantity variance
- Analytics to track counted items
- Unit of Measure
- Classifications on Item Worksheets
- Inventory Count Configuration
- Generate Custom Worksheets