Posts by Ben Fabiny
NetSuite Employee Center Guide: How to Access W-2/W-4 Tax Forms, Pay Stubs, and PTO (Time Off) Requests
Employee self-service should make life easier, especially when you can quickly find exactly what you need. Whether you’re preparing for tax season, reviewing pay stubs and payroll history, or requesting time off, NetSuite Employee Center brings your essential HR and payroll tasks into one convenient place. From viewing and downloading W-2 and W-4 tax forms…
Read MoreUsing the Logs in Board to Troubleshoot Load Errors
Using the Logs in Board to Troubleshoot Load Errors When data loads fail in Board, whether it’s an entity hierarchy or cube population, the logs are your best friend. The logs pinpoint where and why the process failed. 🧭 How to Access the logs The logs can be downloaded from the Cloud Administration Portal. Open…
Read MoreHow to Use the Data Reader Preview Function in Board
How to Use the Data Reader Preview Function in Board The Data Reader Preview is a powerful feature in Board that lets you inspect and validate your data files before executing a load. Whether you’re importing hierarchies, cube data, or metadata, previewing your file can help catch issues early saving you time and preventing downstream…
Read MoreAutomating Data Validations with Board Procedures
Automating Data Validations with Board Procedures Validating data manually before every load or report run can be time-consuming and error-prone. Board allows you to automate these checks using procedures, which can be designed to catch issues like missing values, duplicates, orphan nodes, and data mismatches before they cause problems downstream. Using Board procedures for validation…
Read MoreBest Practices for Version Control in Vena
Best Practices for Version Control in Vena Version control is one of the most powerful tools in Vena for maintaining structure, clarity, and accuracy across budgeting and forecasting cycles. By organizing data into distinct “versions,” finance teams can manage multiple iterations of plans, lock historical submissions, and perform meaningful variance analysis without confusion. Whether you’re…
Read MoreVariance Reporting with Vena Reports
Variance Reporting with Vena Reports Variance reporting is a core function of any finance team helping stakeholders understand how actual performance compares to budgets and forecasts. With Vena Reports, you can create dynamic, Excel-based variance reports that bring clarity, consistency, and drill-down capability to your planning process. This guide walks you through how to build…
Read MoreHow to Build and Maintain Rolling Forecasts in Vena
How to Build and Maintain Rolling Forecasts in Vena Meta Description: Learn how to implement rolling forecasts in Vena to improve agility, accuracy, and continuous planning across your organization. Slug: vena-rolling-forecasts-best-practices Focus Keyphrase: rolling forecasts in Vena Tags: Vena Solutions, rolling forecast, financial planning, Excel forecasting, FP&A Traditional annual budgets quickly become outdated. Rolling forecasts,…
Read MoreSetting Up Approval Workflows in Vena for Budgeting and Forecasting
Setting Up Approval Workflows in Vena for Budgeting and Forecasting Vena’s Workflow feature helps finance teams guide users through planning processes from data entry to approvals, while maintaining visibility and accountability. This article shows how to set up a simple approval workflow for budgeting or forecasting cycles. Step 1: Plan Your Workflow Structure Start by…
Read MoreBest Practices for Building a Driver-Based Budgeting Model in Vena
Best Practices for Building a Driver-Based Budgeting Model in Vena Best Practices for Building a Driver-Based Budgeting Model in Vena Driver-based budgeting helps organizations create more accurate, scalable forecasts by linking key business drivers—like headcount, units sold, or production volume—to financial outcomes. With Vena, you can build a dynamic budgeting model that updates automatically as…
Read MoreHow to Build a Profit & Loss Report Using Unbalanced Hierarchies in Board 14
How to Build a Profit & Loss Report Using Unbalanced Hierarchies in Board 14 Creating a Profit & Loss (P&L) report in Board 14 using unbalanced hierarchies is a powerful way to represent complex financial statements with irregular account structures. Board 14 has the flexibility to model such hierarchies using parent-child relationships within a single…
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