Freshdesk Financial Systems Guide

Created by Phu Ngo, Modified on Thu, 13 Feb at 1:45 PM by Phu Ngo

To better track and manage financial systems requests such as user access, issues, inquiries or general requests; all finance employees will log tickets directly in Freshdesk.  It's also the requestor's responsibility to populate the all the fields when submitting their ticket.


Website address to Lumine’s Freshdesk service ticket application: https://luminegroup.freshdesk.com/support/home

 

New User Sign up (click to page 2 if you already have an account)

 

If you are a new user then you must first create a user id by clicking on ‘Sign up’ in the top right corner of the Lumine Group Freshdesk login page.

 

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Enter your Full Name, work email address, complete the CAPCHA and click on register.  You may receive an email from Freshdesk with a link to complete your registration.

 

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Submitting a Ticket

Click on the ‘Submit a ticket' button in the top right corner or the ‘Submit a ticket’ bubble near the centre of the page

 

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Please fill in all the fields on the new ticket request form.  This is for anything you’ve previously contacted NetSuiteSupport@luminegroup.com email box such as inquiries, issues, new user requests, etc.  This is not limited to NetSuite requests and will be used for all financial systems applications such as GP, BPC, Blackline, and Zoho Expense. 


1) Fill in the 'Subject' field with a short description of the request.  

2) Select the request type of either Question, Incident, Service request, Change request or Feature request.  Please see below for description of each of these values

3) Select either low, medium, high, or urgent

4) Select the Business units you belong to

5) Select 'Finance' as the group selection.  Other departments are using Freshdesk as well for managing ticket.  This guide will only cover requests through NetSuitesupport@luminegroup.com and Lumine Group's financial systems team

6) Application and Category will become available when Finance is selected as the 'Group Selection'.  Select the financial system application and Category your request is for.  See below for description of category values.

7) Enter a detailed description of your request.  To expedite your requests, it's helpful if you provide screenshots and/or document numbers where applicable.

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Field value description to help select the proper value. We’ll use this information to identify areas with high volume of tickets for review and optimization.

Type

Type Description

Question

General inquiry on system functionality such as how to clear/write off invoices from the customer account

Incident

Issues related to system such as balances not balancing between Netsuite <> BPC or interco variances

Service Request

General request such as creating interco accounts, GL accounts, new users, new list values, etc

Change request

Changing current configuration/settings.  

Feature Request

Enhancement for new functionality in the system.

 

 

Category

Category Description

Record to Report

General ledger type of request such as new GL accounts, departments, subsidiaries, banking or journal entries.  There is a specific category for Intercompany

Procure to Pay

All things related to the Vendor process.     From vendor master data, purchase orders, vendor bill, Vendor payment and ZoneApproval

Order to Cash

Customer master data, sales orders, customer invoice, or customer payment

SuiteBilling

SuiteBilling is a sub-category of order to cash we would like to track separately.  Please use this category for all things related to SuiteBilling such as billing account, subscription, and invoicing of subscriptions

SuiteProjects

Requests related to the project management module in NetSuite. Such as creating projects, employee timesheet, and project tasks

Fixed Assets

All things related to the Fixed Asset Management module, such as Fixed Asset Record creation, depreciation, disposals, etc

Reporting

Requests regarding running customization of standard reports or saved searches

Intercompany

Request for intercompany customer or vendor accounts.     Inquiries related to intercompany entries or balancing issues.

Revenue Recognition

Issues or inquires related to revenue recognition JE, reclassification JE process, or revenue arrangements and revenue elements.

Employee Record - New

Request for a new user account

Employee Record - Change

Request to change an existing user account.     Such as role, email address or business unit assignment

Employee Record - Termination

Request to remove a user's access.

Other

Please only use if none of the above applies.     It's important to proper categorize the ticket to help identify areas to focus our attention on for review.

 

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