Summary

FAQs

• Q: Will you sign an NDA?

  A: Yes. I’m happy to sign a mutual Non-Disclosure Agreement. I take client confidentiality seriously and will never share internal data, reporting structures, vendor lists, or workflow logic.

• Q: Do you need account access?

  A: Yes, but access can be restricted to only Saved Searches, Reports, and View-only access for vendor or transaction data. I do not need full Admin access unless building workflows. I’ll guide you on setting up a custom role safely.

• Q: Are video calls required?

  A: Not usually. Most projects are handled via written instructions and shared screenshots. However, if something’s urgent or complex, I’m open to short video calls on a case-by-case basis.

• Q: Can you automate A/P reminders or payment prioritization?

  A: Yes. I can create saved searches that sort and tag invoices by due date, vendor priority, or early payment discounts — and can schedule them as email alerts or dashboard reminders.

• Q: Do you work directly with vendors or process payments?

  A: No. My role is reporting and visibility only. I do not contact vendors or handle payment processing.

• Q: What if I need a custom formula or complex logic?

  A: I specialize in NetSuite formula fields, workflow triggers, and multi-layered saved searches. If you have a very specific logic in mind (e.g., tiered vendor risk ratings, cash flow timing), just let me know — I’ll build it out. However, be aware, Netsuite does have limitiations that sometime require complex handling and even custome script builds.

• Q: Is my financial data safe?

  A: Yes. I follow strict confidentiality practices and never store or reuse client data. You are in full control of your NetSuite access at all times.

• Q: Can you help explain the reports to my team?

  A: Yes. I can provide a short user guide, video demo, or even onboard a team member if needed — depending on your service tier.