How to Create Quick Access to File Attachments in NetSuite

One of the great things that NetSuite allows for is the attachment of files to a transaction. This is perfect for adding supporting documentation like acknowledgments and invoices sent from a vendor.

What if you could take it a step further and provide quick and easy access to a file attachment on the transaction?

Sikich has got you covered. With our customization, the user can attach documents as they always do, but that document can also be accessible on the header of the transaction. The customization allows for the first attached document to be available on the header. However, this could easily to adapted to multiple attachments or allowing the user to select the attachment when there are multiples.

This will save the user time, as it will save the few clicks it takes to drill into the file and then open the attachment.

Native File Attachment Functionality

NetSuite attach file

Sikich Customization for File Attachments

NetSuite attach file

In addition to saving time, this customization can provide an easier way for users to audit the transactions for the existence of documentation when it’s expected. This audit can be performed via saved search or by simply spot-checking transactions.

If you would like to learn more information about the quick access file attachments or anything about NetSuite, please contact us at any time! You can also learn about more great tips for NetSuite on our YouTube playlist or our other blog posts.

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

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