Adding Bank Account Register Shortcuts

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

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

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. On the Add Shortcut page, accept the account name from your chart of accounts or change it to the name you want to appear on your NetSuite Home page. Check Open in New Window to open the register in a new window.

6. Click Save.

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

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

Related Topics

• Writing Checks
• Adding Expenses to a Check
• Adding Items to a Check
• Voiding a Check

General Notices