THE PROJECT This summer another NetSuite firm brought me in to work on their own accounts receivable. The brief was rough guidelines around the functionality they wanted to see; the design was mine. What we ended up with is a pattern I think most mid-market NetSuite customers should see before they sign up for another subscription: a complete collections stack, built natively. Four pieces. Here is what each one does and why it exists. PIECE 1: DUNNING THAT RUNS ITSELF The fir

Oracle announced on July 15 that the 2026.2 release kicks off the rollout of NetSuite Next. If you run NetSuite, this is the biggest change to how you interact with the product in years, and I think it's going to land with a lot less noise than it deserves. So here's what it is, what it isn't, and what I'd do about it. What NetSuite Next actually is It isn't a separate product and it isn't a migration. Oracle built NetSuite Next on top of the NetSuite you're running today. It

The five year default Ask a project team how much history is going into the new system and the answer is almost always the same. Five years. Sometimes seven if someone in the room is nervous about audits. Nobody arrives at five years through analysis. It is the number that sounds responsible. It gets agreed to early, it goes into the scope, and then it quietly shapes the budget and the timeline for the rest of the project. It deserves more than twenty minutes. What actually g

The demos are good. That is the problem. NetSuite's 2026 releases put AI directly into the workflows finance teams actually live in. Close management with exception detection. Payment date prediction on open invoices. Flux analysis that explains why a balance moved. These are not bolt-on gimmicks. They are useful, and if you run a mid-market finance team you should be paying attention. But every one of those features works by reading the data already sitting in your account.

A 15-person plumbing company can have the exact same technology problem as a 50 million dollar manufacturer. That sounds like an exaggeration. It isn't. I spent most of my career inside large-scale ERP implementations, the kind with steering committees and multi-phase rollout plans. This year I started working with a small, local field service business here in Castle Rock. Different scale, same root issue: their scheduling system, their accounting software, and their field te

Ask any CFO if they trust their A/R aging report and most will say yes. Ask them when they last audited the setup behind it and the room gets quiet. Having spent years inside NetSuite itself, I can tell you the problem is almost never the report. NetSuite calculates exactly what you tell it to calculate. The problem is that most firms never verified what they told it. Here are the five issues I find most often when I audit A/R for clients, and how to fix each one. 1. You are

For CFO's and financial leaders utilizing NetSuite, the platform offers extensive business intelligence capabilities often beyond what most companies can afford. However, many teams fail to create the necessary saved searches to access this data. With 25 years of ERP experience and numerous NetSuite implementations, I routinely establish these five saved searches for clients within the first week. These are not complex dashboards or custom scripts but straightforward transact

After 25 years of NetSuite implementations, I keep seeing the same three mistakes derail otherwise good projects. The good news is every one of them is preventable. Here is what to watch for and what to do instead.