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#119 | ITGC Shared Folder Access Review – Good Documentation

Hello, everyone! In this session, I am going to share with you how to document a shared folder access review. Taking the perspective of the business process owner or the IT person doing the review, there are 3 steps that should be done to ensure the documentation is accurate and complete. After taking a screenshot [...]

By |2017-11-28T17:35:04+00:00November 28th, 2017|Internal Controls|0 Comments

#118 | ITGC- System Change (Audit) Log Review

Hello, everyone! In this session, I'm going to be reviewing how to document a system change for audit log review. For those familiar with Change Management, you know that we need to monitor what changes have made to the database or to an ERP system in an audit or change log. I'm going to walk [...]

By |2017-11-21T14:37:13+00:00November 21st, 2017|Internal Controls|0 Comments

#117 | Top 5 Ways to Spend MORE Time with Auditors

Hello, everyone! I know your secret fantasy is to spend more time with auditors. While we would like to spend more time with you as well, I think we can both agree that it would be more enjoyable to spend that time sharing a good meal, relaxing at a happy hour, or something like that, [...]

By |2017-11-13T12:32:21+00:00November 14th, 2017|SOX|0 Comments

#116 | ITGC User Acceptance Testing (UAT) Approval – Good Documentation

Hello, everyone! In this session, I’m going to be reviewing with you the User Acceptance Testing (UAT) Approval and what is considered good documentation. This is taking it from the perspective of the IT person or the process owner who has to save this documentation as evidence for Sarbanes-Oxley (SOX) Compliance. [...]

By |2017-11-07T11:14:27+00:00November 7th, 2017|SOX|0 Comments

#115 | Deferred Revenue Reclassification Report in NetSuite

Last week, you learned about the Activity Report version of the Deferred Revenue Reclassification report. In this tutorial, you will learn about the Reclassification Report only. The following topics will be covered: Viewing Deferred Revenue Reclassification Report Report Columns I suggest you watch the video. It's easier [...]

By |2017-11-01T14:02:02+00:00October 31st, 2017|Netsuite|0 Comments

#111 | How to Enter a Budget in NetSuite

Budgets provide estimates of income and expense for a certain period. They are the main element you need for financial planning purposes. In this tutorial, you will learn about the steps of entering a budget in NetSuite. You will also learn about the other fields you will encounter when doing the procedure. The following topics [...]

By |2017-10-03T14:04:49+00:00October 3rd, 2017|Netsuite|0 Comments

#110 | Creating Employee Based Searches in NetSuite

In this tutorial, you will learn how to create employee-based searches in NetSuite. This is helpful when you have new sets of employees and you want to send them information like a welcome email for new employees or payroll and timesheet reminders before payouts. The following topics will be covered: What is a Saved Search? [...]

By |2017-09-20T15:35:17+00:00September 26th, 2017|Netsuite|0 Comments