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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
NetSuite’s manual export process creates version control nightmares and prevents real-time collaboration for journal entry review. Multiple team members working with different static exports leads to inconsistent analysis and duplicated effort.
Shared live data connections enable collaborative JE review workflows where all team members access identical, current information simultaneously.
Enable collaborative GL access using Coefficient
Coefficient enables seamless NetSuite general ledger connection to Excel that supports collaborative JE review workflows, addressing NetSuite’s limitations in multi-user data access and Excel integration.
How to make it work
Step 1. Set up shared data source configuration.
Your NetSuite admin deploys the RESTlet script once, enabling all authorized users to access live GL data through company-wide OAuth setup. Configure role-based access to ensure appropriate GL data access for different review team members. Enable multi-user support so multiple reviewers can connect to identical live data simultaneously.
Step 2. Import GL data for collaboration.
Pull comprehensive JE data including Date, Document Number, Account, Amounts, Entity, Memo, and Approval Status through Transaction Records. Import supporting context like Chart of Accounts, Entity lists, and Department data for complete JE understanding. Include custom fields for approval workflows and review status specific to your JE process.
Step 3. Configure collaborative workflow features.
Enable live data sharing so all team members access identical, current GL data without email attachments or file versions. Set up annotation preservation where individual reviewer comments and adjustments persist while underlying data refreshes. Allow concurrent access so multiple users can work in the same workbook simultaneously with real-time data updates.
Step 4. Optimize review process structure.
Design structured workbooks with separate tabs for raw GL data, individual reviewer analysis, and consolidated review summaries. Set automated refresh scheduling with daily updates during review periods to ensure all team members work with current data. Create shared pivot tables and dashboards that automatically highlight unusual JE activity for team review.
Transform isolated review into collaborative analysis
Shared GL connections eliminate email attachments and version control confusion while enabling real-time collaboration with current data. Your team gets consistent data access with Excel’s superior analytical capabilities. Connect your collaborative review process today.
