Get Started with Cash Application Manager for NetSuite
- Cash Application Manager – NetSuite Integration App overview
- File import settings in Cash Application Manager
- File parser settings in Cash Application Manager
- File processing settings in Cash Application Manager
- Identify the Version of Cash Application Manager
- Navigating and using the Cash Application Manager
Install & configure Cash Application Manager integration app
- Install Cash Application Manager for NetSuite
- Settings for Cash Application Manager for NetSuite
- Understanding Cash Application Manager Data Flows and Status Dashboard
- Add Additional detail field in Celigo Cash App Invoice and Celigo Cash App Credit Memo NetSuite records
- Create a journal entry to write-off small underpayments
- Maintain and monitor Cash Application Manager
Cash Application Manager Additional Capabilities
Settings in NetSuite to support Cash Application Manager
Use the Cash Application Manager Dashboard
- Manage permissions in NetSuite for CAM
- Creating payments on the Parent customer and Child customer
- Access your Cash Application Manager Dashboard
- Match customer with a transaction using the MICR number
- Support for Consolidated Invoices
- Check for applied transactions In Cash Application Manager
Cash Application Manager (IO) User Testing and Overview
- Understand the General section integration flows
- Understand the Cash Application Manager - NetSuite dependent flows
- Overview
- Options Determined Pre-Implementation
- Cash Application Manager Batch Navigation
- Applied Transactions
Reports in Cash Application Manager
Support for mixed payment bank file
Troubleshooting & FAQs
- Access the CAM dashboard for customized roles
- Avoid creating duplicate transactions in NetSuite
- Change schedule frequency for Celigo CashApp transactions
- Configure the Cash App transaction status report saved search on the exports
- Create transactions for inactive customers
- How to recognize a non-numeric NetSuite Invoice Identifier in a Sales Order