NetSuite iPhone app gives mobile access to cloud ERP suite of applications, allowing users to track KPIs, monitor budgets and conduct business on-the-go. Synced dashboard and full record support make this an indispensable application.
The app also supports several ‘bundles,’ the technical term for SuiteApps developed with NetSuite suiteFlex tools. When NetSuite upgrades, these bundles automatically get updated.
Access your data on the go
The NetSuite Mobile App was developed to give NetSuite users quick and easy access to their ERP suite on-the-go, including dashboard synchronization of KPI metrics and scorecards, record creation/modification support, as well as full record management functionality.
Home dashboard portlets display synchronised data, but changes made on an iPhone do not affect corresponding portlets in NetSuite web applications. You can rearrange home dashboard portlets by tapping and dragging their grab icon on the menu bar.
Saved searches work perfectly within the app – to view them, tap on the “View All” button in the top right corner of the Home Dashboard and you can access a list. Alternatively, use Global Search or select one specific Saved Search from the navigation tab bar.
This app makes it easier than ever to log calls, manage expenses and track time while on the move. Furthermore, it enables working with VSOE records (requires “Log VSOE” permission enabled at role level).
Expenses
Manage expenses easily on the go with the NetSuite iphone app, enabling users to document time, track expenses and upload receipt images directly from mobile. NetSuite’s mobile application delivers desktop-level functionality across iOS, Android and Windows phones and tablets for users’ convenience.
Saved searches created on the mobile application are automatically synced with NetSuite web applications, making them easily accessible from any device. Saved searches can be accessed using the Saved Searches portlet, Global Actions button or Navigation Tab Bar.
The app supports two-factor authentication (2FA), including roles configured with both hard and soft RSA tokens, to secure mobile app access to NetSuite accounts. If two-factor authentication is activated for any role, when logging in it will prompt you for your token code – similar to when entering passwords at an online bank account.
Calls
The NetSuite iPhone app empowers mobile users to stay on top of their business from any location with real-time access to NetSuite ERP/financials, CRM and ecommerce data. Designed specifically for mobile tasks and enhanced productivity with features like streamlined navigation and dashboard portlets as well as push notifications and KPIs, users can stay informed while on the move with this essential mobile resource.
Salespeople will find the app convenient, as it enables click-to-call from NetSuite records that contain phone numbers and automatic tracking of outbound calls (switched on by default). Furthermore, it prompts users to log phone calls when finished so their activities can be accurately accounted for.
NetSuite iOS offers additional mobile functionality that helps increase productivity and efficiency, such as expense submission and uploading receipt images when on the move, saving searches quickly, accessing recent records quickly, as well as quickly accessing saved searches and viewing previous records – making the mobile application invaluable for sales representatives, managers, and administrative professionals.
Calendar
NetSuite’s iPhone application gives mobile users access to company data from virtually any location, providing sales and service reps with immediate customer history held within NetSuite when meeting with clients, while accounting and finance professionals can manage budgets, run calculations and generate expense reports on-the-go.
Calendar – Our app makes it easy to view NetSuite calendars both list and week views, as well as supporting iCal format Internet calendars to share schedules with other applications or devices, including Microsoft Outlook.
This app enables you to configure date, time and number formatting that complies with the settings in your NetSuite account. This can be accomplished from within your phone’s menu by tapping Settings then Calendar; this change will then impact all calendar items such as calls, expenses and scheduled meetings in this application. Furthermore, this application enables you to set your time zone so it matches those of NetSuite account settings.