This walkthrough demonstrates how to use ExtendInsights Analytics and ExtendInsights Data Management together to manage Accounts Receivable (AR) aging directly from Excel.
The video highlights an end-to-end workflow—from downloading AR data to applying customer payments and refreshing the aging report.
What This Video Covers
Download AR Aging with Analytics
Run a NetSuite Saved Search using ExtendInsights Analytics
Download AR aging data into Excel
Review outstanding balances by customer and aging bucket
Analytics is used for reporting and visibility, providing a clear snapshot of open receivables.
Apply Customer Payments Using Data Management
Use ExtendInsights Data Management to apply customer payments
Update NetSuite records directly from Excel
Process multiple payments efficiently using a Data Management template
This step turns analysis into action without manual entry in NetSuite.
Refresh AR Aging After Payments
Re-run or refresh the AR aging Saved Search using Analytics
Confirm that applied payments are reflected correctly
Validate updated balances and aging buckets
Refreshing ensures your AR report stays accurate and up to date.
Why Use Analytics + Data Management for AR Aging?
Analytics provides real-time AR visibility
Data Management enables bulk updates and payment application
Excel becomes a single workspace for review, updates, and validation
Using both apps together simplifies AR workflows and reduces errors.