Agriculture · Work
Closed should mean closed
Stampli and NetSuite were both live. Vendor bills were still posting into locked AP periods, so month-end never quite finished.
CSS Farms
What was going on
CSS Farms is a high-volume agricultural operator running AP through NetSuite and Stampli. As they scaled, they needed month-end controls that did not depend on someone noticing a bill in a closed period. Kyle Stohs, who leads financial planning and accounting, needed posting to stop at the lock, original transaction dates to stay put for reconciliation, and Stampli-originated bills to move through NetSuite Advanced Approvals predictably.
The challenge
- Vendor bills from Stampli could still post into locked AP periods
- Manual checks were the only backstop at month-end
- Original transaction dates had to be preserved when the posting period moved
- Stampli bills and NetSuite Advanced Approvals were not aligned
Locked-period enforcement, automatic reassignment to the first open period, and Advanced Approvals that Stampli bills actually follow.
- Custom NetSuite control to detect bills targeting locked periods
- Automatic reassignment to the earliest appropriate open period
- Approval flow refinement so Stampli bills follow Advanced Approvals
- Sandbox validation on live-like transactions, then historical bill cleanup
Foundation · 2023
Aligned vendor bill approval workflow with how AP actually ran.
Discovery + build · Sept 2024
Defined the close-control goals and deployed SuiteScript for period rerouting.
Refinement · Oct–Nov 2024
Sandbox testing, live-transaction verification, historical remediation.
Live + supported · 2025
Automated period enforcement in production with ongoing Salora support.
Longer write-up
Dealing with the same friction?
Whether you need a clean implementation, managed support, accounting coverage, or a native automation, Salora will meet you where the work actually is.