Codafication

Sync accounts from Crunchwork into Netsuite as customers

Upon creation of account (in Crunchwork), then sync with Netsuite

Any time the profile changes in Crunchwork, then sync with Netsuite.

Please take note that changes made in Netsuite will be overwritten by changes in Crunchwork.

- Upon creation of account (in Crunchwork), then sync with Netsuite
- Any time the profile changes in Crunchwork, then sync with Netsuite.
- Please take note that changes made in Netsuite will be overwritten by changes in Crunchwork.

Sync vendors from Crunchwork to Netsuite as ‘suppliers’

Upon creation of vendor profile (in Crunchwork), then sync with Netsuite. 

- Upon creation of vendor profile (in Crunchwork), then sync with Netsuite. 
- Any time the profile changes in Crunchwork, then sync with Netsuite.
- Please take note that changes made in Netsuite will be overwritten by changes in Crunchwork.

Sync customer invoices from Crunchwork to Netsuite

When an invoice is marked “Approved” in Crunchwork

Then sync invoice to Netsuite with the following information:

- Client reference number (Claim Number)
- Location (ie, North Lakes) 
- Legal entity (ie, entity, QLD, VIC, NSW) (Subsidiary)
- Class (ie, Make Safe, Report Fees, Tender, Do &amp; Charge)
- Each line item and it’s $$ 
- Department (ie, Major Works, Construction, Restorations)

- When an invoice is marked “Approved” in Crunchwork
- Then sync invoice to Netsuite with the following information:
 - Client reference number (Claim Number)
 - Location (ie, North Lakes) 
 - Legal entity (ie, entity, QLD, VIC, NSW) (Subsidiary)
 - Class (ie, Make Safe, Report Fees, Tender, Do &amp; Charge)
 - Each line item and it’s $$ 
 - Department (ie, Major Works, Construction, Restorations)

Sync invoices with the type “Credit note” as a Credit Note to Netsuite

Create an invoice and choose type “Credit Note” against the record.

Add negative value line items to the invoice

Sync the ‘Credit Note’ invoice into Netsuite as a Credit Memo

- Create an invoice and choose type “Credit Note” against the record.
- Add negative value line items to the invoice
- Mark invoice as ‘approved’
- Sync the ‘Credit Note’ invoice into Netsuite as a Credit Memo

Note, anyone you wish to invoice will need to be created in Crunchwork as an "Account" first before assignign them to an invoice. 

Sync invoice PDFs into Netsuite File Cabinet

There are two folders in the File Cabinet for NetSuite (AR and AP). Invoices for customers will be sent to the "AR" folder upon regular syncing.

Trade sends their invoice to supervisor/accounts team

AP team finds the related purchase order in Crunchwork

AP team reconciles the purchase order with the trade invoice with the following actions:

1. Add trade invoice number and invoice issue date to the purchase order
2. Click ‘show reconciliation’ and reconcile each line item
3. Review budget allocation at the bottom of the page
4. Update purchase order status to ‘reconciled’
5. Ensure that the trade invoice is uploaded against the related Crunchwork job, in the event that the supervisor hasn’t attached the trade invoice to the job already

1. Trade sends their invoice to supervisor/accounts team
2. AP team finds the related purchase order in Crunchwork
3. AP team reconciles the purchase order with the trade invoice with the following actions:
   1. Add trade invoice number and invoice issue date to the purchase order
   2. Click ‘show reconciliation’ and reconcile each line item
   3. Review budget allocation at the bottom of the page
   4. Update purchase order status to ‘reconciled’
   5. Ensure that the trade invoice is uploaded against the related Crunchwork job, in the event that the supervisor hasn’t attached the trade invoice to the job already

Sync accounts from Crunchwork into Netsuite as customers

Sync vendors from Crunchwork to Netsuite as ‘suppliers’

Sync customer invoices from Crunchwork to Netsuite

Sync invoices with the type “Credit note” as a Credit Note to Netsuite

Sync invoice PDFs into Netsuite File Cabinet

AP Process