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Part of the Finance Systems & Processes Knowledge Base — cross-system standards and reference material that isn't specific to NetSuite or ProSpend.

Instruction Set Standard

Standardised format for writing up any new finance system process.

  1. Overview — purpose, when it's used, key stakeholders, dependencies
  2. Prerequisites — required permissions, forms/templates, approvals, external contacts
  3. Step-by-Step Instructions
  4. Automation Behaviour — Script Name, Script ID, Deployment ID, Schedule, Trigger conditions, Expected outcome
  5. Validation Checks
  6. Troubleshooting
  7. Contacts
  8. Reporting Requirements

Reporting & Excel Documentation Standard

Report name, saved search / workbook name, owner, refresh frequency, export format (CSV/XLSX), filters applied automatically, parameters passed from NetSuite, manual filtering required after export.

Reference Documents

(add links to other reference docs here as needed)

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