How to create a Direct Method Cash Flow Statement?
What are the steps to create a Direct Method Cash Flow Statement in NetSuite?
Since NetSuite primarily supports Indirect Method Cash Flow Statements, creating a Direct Method Statement requires some combination of the following:
- Saved Searches to capture cash transactions. You’ll want to outline your desired direct method output, as you’ll need to tag/aggregate cash transactions based on this layout).
- SuiteAnalytics Workbooks for data aggregation.
- Excel Formatting or SuiteScript Automation to refine the final report.
