NetLoan - Implementation Materials
Loan Types and Account Mapping
The first document used in the implementation is a template for gathering the required information for loan types. The loan types are required to be completed prior to uploading individual loans. The most important part of this template is the account mapping, which is where we match the accounts from the various journal entry types that NetLoan will record to the specific GL accounts for the company. An example has been filled out in column E.
Loan Types and Chart of Accounts
NetLoan Upload Templates
This template is used to load existing loans into the system using NetSuite's native CSV uploader. It outlines the key data that is necessary to calculate loan liability and other required information. We can track any additional fields that you would like. If there is a field you don't see that you would like to track with your loans, add it as a new column.
NetLoan Roles and Permissions Input Template
This template is used to add permission levels to your NetSuite roles.
Roles and Permissions Input Template NetLoan