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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 functionality creates delays during critical month-end review processes. Each data refresh requires leaving the application, downloading files, and re-importing data, disrupting time-sensitive closing workflows.
On-demand refresh enables instant data updates directly within Excel, ensuring month-end reviews are based on complete, current information.
Enable instant GL refresh for month-end using Coefficient
Coefficient provides superior on-demand refresh capabilities that address NetSuite’s manual export limitations during critical month-end review processes. Get instant refresh directly within Excel without workflow disruption.
How to make it work
Step 1. Configure import for month-end needs.
Pull Transaction records with month-end specific filtering including date ranges, account types, and approval status using Records & Lists. Access NetSuite’s Trial Balance and General Ledger reports with customizable accounting periods via Reports Import. Create month-end specific SuiteQL queries for variance analysis and closing entry review.
Step 2. Set up on-demand refresh methods.
Use the “Refresh” button in Coefficient sidebar for immediate data update without leaving Excel. Add refresh button directly to worksheet for one-click data updates during review sessions. Choose to refresh specific imports individually or all imports simultaneously based on review workflow needs.
Step 3. Apply month-end specific features.
Adjust date filter flexibility on-demand to compare current month versus prior periods. Use real-time preview to view updated data immediately and verify completeness of month-end postings. Focus refresh on specific account ranges or transaction types relevant to closing process.
Step 4. Integrate with review workflow.
Preserve Excel formulas, pivot tables, and conditional formatting that remain intact through refresh cycles. Maintain review comments and adjustments that persist while underlying GL data updates. Enable multiple reviewers to refresh and access identical current data simultaneously.
Ensure complete month-end coverage instantly
On-demand refresh ensures month-end reviews are based on complete, current GL data while maintaining the speed and flexibility required during time-sensitive closing processes. Your team gets instant access to latest postings without export delays. Set up your on-demand refresh system today.
