Accounting Services
Outsourced Accounting

Expertly trained accountants with a deep understanding of the software and your industry,

Family Office Accounting

High-touch technology family office accounting services that ensure security and privacy.

Bill Pay

Outsourced bill pay solution with cash flow reporting and tracked expenses.

What Are Outsourced Accounting Services and Do I Need Them?

If you are asking yourself these two questions, you've come to the right place.

What’s the Difference Between CFO and a Controller - and What Do I Need?

Although these two important roles are sometimes viewed as interchangeable there are important differences between them.

Industry Expertise
Our Key Industries

Expert knowledge and high-quality software solutions for our 5 key industries.

Construction & Real Estate

Real-time financial data and integrated job costing to generate reports and improve accountability.

Manufacturing & Distribution

Track billing of materials, implement inventory control systems, manage supplier base, and reduce unnecessary costs.


Our team has the expertise needed to navigate deposits, refunds, chargebacks, and processing fees to maximize efficiency.

Professional Services

Streamline financial operation and increase overall profitability to enable faster and smarter decisions.

Family Office Accounting

High-touch technology family office accounting services that ensure security and privacy.

Why does industry expertise matter?

Industry focus allows us to be experts in the accounting needs of the companies that operate within these industries.

Why Plumb Works With These Industries

This is another one of our favorite questions. The answer is easy: we know these industries.

Software Expertise
Sage Software

Innovative software to manage your accounting, people, payroll, payments, and more.

NetSuite Software

Integrated cloud business software suite, including business accounting, ERP, CRM and ecommerce software.

QuickBooks Software

Scalable solutions for reporting, transactions, month-end close, analysis, and more.

QuickBooks to NetSuite Migration: A Comprehensive Guide

Migrating from one accounting software platform to another is a critical undertaking for businesses. This is especially true when considering a transition from QuickBooks to NetSuite.

How do I know which Software is right for my company?

Selecting the "right" software for your company might seem like an overwhelming task, but we'd like to help make this process easier for you.

Sage Software

Innovative software to manage your accounting, people, payroll, payments, and more.

Sage Intacct

Automate the critical processes, reduce the spreadsheet headaches, and get greater visibility into real-time business performance.

Sage 300 CRE

Sage 300 Construction & Real Estate connects finances and operations to help ensure maximum profit.

Sage 100 Contractor

The all-in-one construction software that goes beyond basic accounting to put you in total command of your projects.

Sage Estimating

Build bids quickly and precisely, plus integrate with other Sage software solutions to streamline operations.

Sage Paperless

Easily store, retrieve, and route documents for accounting and operations.

Sage Service

Streamline service calls and construction projects from start to finish with web-based real-time information.

Additional Solutions

Add-on these services to improve workflow and enhance data and analytics.

How and When to Choose Construction Accounting Software?

The right tools can help you manage your construction projects efficiently, provide clarity of your finances, and ultimately help improve profitability and job success.

5 Types of Visibility Every Construction Firm Should Have.

Here we list 5 key elements to help capture insights that are pivotal to running an efficient and lucrative constriction firm.

About Plumb

Plumb seeks to empower business owners and leaders to gain clarity about their financials to grow their business.

Case Studies

Learn more about our work with clients in a variety of different industries.

Meet the Team

Learn more about the Plumb leadership team.

The Plumb Promise


Want to join us? Check out our current open positions and apply today.

What can Plumb Do for Your Business?

At Plumb we pride ourselves on providing "clarity in accounting and stewardship in service." But what does that actually mean?

What's the Plumb Promise and What's in it for You?

We're on a continuous journey to go above and beyond for our clients. Here's how we do that.

How To Create A NetSuite Workflow In 7 Steps

Posted on June 7, 2024 at 10:28 AM
Written by Plumb

Implementing a NetSuite workflow can significantly streamline your business processes, automating tasks that are critical to your operations. This guide is tailored to help you understand the creation of a NetSuite workflow, ensuring your business leverages its full potential for efficiency and productivity.

Understanding NetSuite Workflows

Before diving into the steps of creating a workflow, it's essential to grasp what a NetSuite workflow is. Essentially, it's a powerful tool designed to automate business processes, ranging from simple approvals to complex operational sequences. It ensures tasks are executed consistently, reducing errors and saving valuable time. With this brief account, let’s now explore the steps to create the workflow.

Step 1: Accessing Workflow Manager

Start by navigating to Customization > Workflow > Workflows > New in your NetSuite account. This is your entry point into creating a new workflow where you'll be defining all the necessary properties and actions.

Step 2: Setting Basic Properties

Under the Basic Properties section, input the essential details of your workflow:

  • Name: Choose a meaningful name up to 40 characters.
  • ID: An optional script ID for the workflow definition. It must be lowercase and not exceed 26 characters.
  • Record Type: Specify the type of record the workflow applies to, whether a standard or custom record type.
  • Sub Type: For certain record types, you may select a subtype.
  • Description: Though optional, adding a description can provide clarity on the workflow’s purpose.
  • Owner: Designate the user account that owns the workflow.

Step 3: Choosing Execution Settings

Decide if the workflow should Execute As Admin, ignoring the initiating user's role, and set the Release Status to control who can initiate the workflow. Remember to configure whether to keep instance and history records based on the workflow's release status.

Step 4: Initiating the Workflow

Under Initiation, opt for Event Based to trigger the workflow based on specific actions, such as record creation or updates. This choice is crucial for automating processes in response to real-time events.

Step 5: Defining Event Triggers

Within the Event Definition, specify the conditions under which the workflow is initiated:

  • On Create/On Update: Determines if the workflow triggers upon creating or updating a record.
  • Trigger Type: The server event that initiates the workflow.
  • Event Types and Contexts: Further refine when the workflow should start, based on specific activities and contexts.

Step 6: Setting Conditions

Define any conditions necessary to limit the workflow's initiation to specific scenarios using the Condition Builder or Formula Builder. This step ensures the workflow only triggers under the right circumstances.

Step 7: Saving and Finalizing

After setting up your workflow, click Save. NetSuite then creates the workflow with an initial state, and you can further define it by adding more states or actions as needed.

NetSuite Workflow

Creating a NetSuite workflow involves thoughtful planning and a clear understanding of the processes you aim to automate. By following these steps, you can craft efficient workflows that align with your business needs, fostering greater productivity and operational excellence. Remember, the key to a successful NetSuite workflow lies in meticulous setup and continuous refinement to adapt to your evolving business landscape.

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