Carlos Cortes, CPA, CMA

CPA / NetSuite Certified ERP Consultant & Administrator. Love Financial & Data Modeling, PowerBI , Automation, APIs

[Carlos Cortes, CPA, CMA @CortesCPA]

@parkerconrad @parkerconrad we were looking forward to implementing #Rippling but it turns out Rippling isn’t able to calculate a tax exemption for Puerto Rico employees. A Dir. of Sales stepped in stating he will push for fix but we haven’t heard back. Any help you can provide?

[Carlos Cortes, CPA, CMA @CortesCPA]

Love it!

[Carlos Cortes, CPA, CMA @CortesCPA]

@paulswaney3 This is amazing, would love a copy!

[Carlos Cortes, CPA, CMA @CortesCPA]

Building a #PowerBI #CustomConnector has been quite an experience from an accountant’s POV. Oauth2 token exchange is working but it seems I need either Extension.CurrentCredentials or Diagnostics.Log.Value to make this work but they don’t seem available in VS Code? Anyone knows?

[Carlos Cortes, CPA, CMA @CortesCPA]

@mattbdevaney Will invoice templates work? You will need to customize them (add lines items, customer, etc.) and them print them to pdf. Microsoft has these invoices templates https://t.co/IeEMxTJeK5.

[Fusion CPAs @FusionCPAs]

Are you ready to streamline your e-commerce business & expand your product offerings without holding inventory? https://t.co/p02hBuYSZ1

In this tutorial, @CortesCPA will walk you through the process of setting up & managing drop shipments in #NetSuite #NetSuiteAccounting

[Fusion CPAs @FusionCPAs]

Ready to streamline your business operations? Learn how to migrate your valuable inventory data from QuickBooks to NetSuite seamlessly with our step-by-step guide by NetSuite Certified Consultant, @CortesCPA. https://t.co/PZDXxLFbhA

[Fusion CPAs @FusionCPAs]

We are diligently working to ensure that our online presence showcases our capabilities, expertise, and our unwavering dedication to constantly improving business processes for you, our valued clients. 📣

Explore the refreshed Fusion CPA | https://t.co/yLe6SFDYcK

[Carlos Cortes, CPA, CMA @CortesCPA]

@seattle_tax Awesome seeing a CPA sharing #PowerAutomate content (and also creating a study guide!?, double awesome!!).

[Fusion CPAs @FusionCPAs]

If you're a NetSuite user or have knowledge about NetSuite, then you already know about its game-changing feature—the single database model accessible to users worldwide.

CPA, @CortesCPA will guide you through the ins and outs of saved searches - https://t.co/66Qy5HU9Gz

[Fusion CPAs @FusionCPAs]

Unlock the Power of Saved Searches in NetSuite: Learn 4 Different Use Cases in Our Latest Video!

Discover how to optimize your workflows and save time with these practical examples of how to leverage saved searches in @NetSuite | https://t.co/KH7s3w3nas @CortesCPA

[Carlos Cortes, CPA, CMA @CortesCPA]

https://t.co/IDnt3mzHZn

[Carlos Cortes, CPA, CMA @CortesCPA]

Learn how to incorporate time intelligence in your NetSuite's Budget vs. Actual reports that include custom segments using NetSuite's Web Query, Excel's Data Model, and other tools. Full video link below. #NetSuite #DataModel #DAX #WebQuery #Finance #Excel

[Fusion CPAs @FusionCPAs]

Looking to enhance your Budget reports in @NetSuite? Learn how to incorporate custom segments in Budget vs Actuals reports using a combination of Web Query, Excel & other tools.

https://t.co/Mc8XUDHjnL #Budgets #WebQuery #SuiteQL #Reporting #HowTo #Automation @CortesCPA

[Carlos Cortes, CPA, CMA @CortesCPA]

@seattle_tax @Microsoft @RawDataByP3A @robcolli3 @msexcel @MSPowerBI @MSPowerAutomate @r1c1 @wynhopkins @DamoBird365 The community has also been a great resource https://t.co/geITK214wL.

[Carlos Cortes, CPA, CMA @CortesCPA]

@seattle_tax @Microsoft @RawDataByP3A @robcolli3 @msexcel @MSPowerBI @MSPowerAutomate @r1c1 lives in the intersection of @msexcel and @MSPowerBI and has a great YT channel. @wynhopkins is also a great and has a new PowerBI book tailored for excel users. I’m leveraging @MSPowerAutomate for APIs (QBO and NetSuite) thanks to YT (@DamoBird365 has a great channel)

[Fusion CPAs @FusionCPAs]

Streamline your workflow with ease! Learn how to seamlessly connect Microsoft Excel to NetSuite in just a few simple steps | https://t.co/gxj2bLfx2R

#NetSuite #NetSuiteIntegration #ExcelNetSuite #WebQuery #FinancialGuidance #howto @CortesCPA

[Carlos Cortes, CPA, CMA @CortesCPA]

Learned a fun fact about #TeamUSA while creating this PowerBI report yesterday (still WIP). 10.81% of Team USA's goals from all World Cups (going back to 1930), came in the first 5 min of the second half. #worldcup2022 #analytics #PowerBI

[💀Johnny Winter💀 (Greyskull Analytics) @GreyskullPBI]

Huge news! Paginated reports for Power BI Pro users

https://t.co/QxyJW7v3Vq