Adding Bank Account Register Shortcuts

You can add shortcuts on your dashboard to access to the register for each of your bank accounts.

To use shortcuts, you must first enable the Shortcuts portlet on your dashboard at Home > Dashboard. Click Personalize to expand the Personalize Dashboard panel. Under Standard Content, click or drag the Shortcuts item.

To create a shortcut to a bank account register:

1. Go to Transactions > Bank > Write Checks.

2. In the Account field, select a bank account.

3. Under Actions, select Go to Register.

4. When the register opens, click Add To Shortcuts, available in the Shortcuts menu.

5. In the Add Shortcut page, accept the name of the account as listed in the your chart of accounts, or change it to the name you'd like to appear on your NetSuite Home page. Check Open in New Window to have the register open in a new window.

6. Click Save.

Repeat these steps for each of your bank accounts. You can also add a shortcut to any ledger account.

To access a bank account register, click the link in your Shortcuts portlet.

Related Topics

Writing Checks

Adding Expenses to a Check

Adding Items to a Check

Voiding a Check

General Notices