Transaction Location Rollup
Rolls multi-location transaction lines up to the main line, so the whole transaction can be interrogated by location without manual work.
Pre-Built NetSuite Tools
A growing catalogue of proven NetSuite tools — built once, refined across real engagements — licensed straight into your own account.
WHAT IT COVERS
01
A tested, working tool installed into your account — not a bespoke build from a blank page
02
Choice of monthly subscription or one-time licence, per tool per NetSuite account
03
Standard install included, with bug fixes and platform-compatibility fixes covered under an active licence
04
A clear boundary between what's licensed and what's separate work — configuration, new fields, and training are quoted as Bespoke Projects or Fractional engagements
AVAILABLE TOOLS
Browse the catalogue.
Enquire about any one.
File Upload Control
Replaces NetSuite's native upload and attach controls, so you can manage save locations, file naming and access properly.
Guided Cash Application
A controlled workflow for applying cash and adjustments to customer accounts, with a full audit trail.
E-Invoicing Hold & Release
Manual hold-and-release control for e-invoicing, so nothing submits until someone signs off.
Bank Detail Checker
Reviews vendor bank details against your payment file format before a payment run, catching errors before they become failed payments.
Journal Entity Controller
Makes the Name/Entity field mandatory on Journal Entries and Advanced Intercompany Journal Entries when your business rules require it.
Document to Transaction Matcher
Matches externally sourced documents to the right NetSuite transaction, automatically.
PDF Splitter
Splits a single external PDF into individual, per-transaction PDFs ready for matching to NetSuite transactions — pairs with Document to Transaction Matcher for a seamless document intake process.
Multi-Jurisdiction Tax Review
A configurable dashboard for reviewing VAT and tax exposure across multiple jurisdictions from one screen.
Customer Account Lock
An auditable hold on a customer's ability to transact, for order-to-cash risk control.
Email Composer
Replaces native NetSuite email with a more robust, business-focused tool — dynamically attach transaction PDFs, statements and images without saving them locally first, and automatically track inbound replies against the right customer, contact or transaction.
Automatic Subsidiary and Currency Provisioner
Automatically adds subsidiaries and currencies to new customers as needed, so they can trade globally without extra manual configuration.
Credit and Payment Wizard
Lets AR teams process and apply unused credits and payments across the business from a single screen.
Payment Plan Control
Lets AP teams apply and manage instalment plans in a controlled, auditable way.
Sales Order Closure Control
Lets AP teams close in-flight sales orders in a controlled, auditable way, dynamically calculating RMA requirements and revenue recognition adjustments without manual work.
Sales Order Renewal Tool
Processes SO renewals, uplifts and service changes, so billing stays consistent year to year.
Prorated Service Addition
Lets sales teams add services to in-flight sales orders, with prorate calculations handled automatically.
Multi-Subsidiary Statement Mailer
Replaces the native statement mailer, closing the gap in workflow-based statement solutions — sends all of a customer's required statements in a single email when they trade with more than one subsidiary.
Transaction PDF Capture
Configurable capture of transaction PDFs to the File Cabinet, saving static copies for later use in email, statements, or off-system storage.
FileCabinet Bulk Downloader
Replaces the native File Cabinet download function for large or complex File Cabinets — download huge amounts of data to a local device for migration, offline backup or cleanup operations.
Script Health Check
Reviews the scripts and deployments in your account and reports issues before they cause a problem.
Customer Tiering Engine
Ranks customers into weighted tiers using your own revenue and margin criteria, so account attention follows value.
Supplier Tiering Engine
The same tiering logic for vendors, scored independently across up to four dimensions of your choosing.
Vendor Bill Payment Hold
An auditable hold on a Vendor Bill's payment eligibility, for accounts-payable risk control.
OUTCOMES
- A proven tool live in your account, not months of custom development
- Predictable licensing cost instead of open-ended build time
- A straightforward path to more — configuration or deeper work as a separate, clearly scoped engagement
DELIVERY
Licensed software · standard install included · subscription or one-time
INVESTMENT
From £75/mo
Priced by tool complexity, with a one-time buyout option for accounts that prefer it. Exact pricing depends on the specific tool — talk to us for a quote.
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