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What's New

What's New

Here is an overview of the major enhancements made to the Finsyte Add-In for NetSuite

Enhancements by Release Version

Release 2.0.70 - Released May 5, 2026

  • Added better validation for Budget upload to ensure all required fields are present
  • Added support for dependent dropdowns based on selected subsidiary. Enable via Preferences.
  • Added Account Names dropdown, which can be used anywhere an account number is specified.

Release 2.0.69 - Released April 28, 2026

  • Updated installer to be per-user
  • Fixed issue with duplicate budget categories
  • Added relative period support

Release 2.0.68 - Released April 20, 2026

  • With NetSuite 26.1, OAuth sign-on to link a NetSuite account is the recommended access method
  • Getting Started Excel sheet available from Help menu or during first run of Excel with Finsyte
  • Preferences options available for setting Template parameter defaults
  • Drill Down includes function inputs for easy trace back with link to return to driver report

Release 2.0.64 - Released Feb 19, 2026

  • Right click on a tab to create a static copy as a new sheet in a workbook
  • Add Hierarchical diagrams for subsidiaries or segments within the From List dropdown to easily analyze NetSuite information

Release 2.0.61 - Released February 5, 2026

  • Summary-only accounts are now supported in GLAccountBalance, GLAccountCreditBalance, GLAccountDebitBalance, and BudgetAccountBalance.
  • Updated styling of all templates for a consistent look and feel
  • Fixed issue with drill-down on segments with duplicate child values
  • Fixed refresh issue with GLAccountCreditBalance

Release 2.0.53 - Released January 21, 2026

Release 2.0.51 - Released January 15, 2026

  • Improved workbook caching performance on open
  • Improved performance of context menu with large selections
  • Fixed issue with drill-down on functions using named ranges and multiple accounts

Release 2.0.43 - Released December 3, 2025

  • Added Budget vs Actual template
  • Use FullName for Entities in dropdowns and lists
  • Added additional logging for troubleshooting during startup

Release 2.0.42 - Released November 26, 2025

Release 2.0.35 - Released November 21, 2025

  • Update templates so account number column is treated as text
  • Added preferences for controlling list refresh behavior
  • Added local caching of Entity records
  • Added dropdowns for each Entity type (i.e., Customers, Contacts, Projects, Vendors)
  • Added list options for Entity types
  • Added Entity field to report templates
  • Fix to caching logic on startup to avoid processing any cell with multiple function calls

Release 2.0.34 - Released November 11, 2025

  • Add custom segments to Advanced Journal Entry template
  • Add period number dropdown
  • Add created from to transaction line drilldown
  • Add data connection option to Refresh menu to refresh all external data connections
  • Fix for loading list data in environments without custom segments defined

Release 2.0.31 - Released November 4, 2025

  • Revamped add-in updates to avoid needing admin installation on minor updates
  • Fix startup initialization issue
  • Add custom segments to Journal Entry template
  • Add Customer/Project to Budget template
  • Add Trailing To Date (TTD) period range. Default range is 12 for Trailing 12 calculations, set in preferences.
  • Performance improvements for list functions
  • Add link to Learning Academy on the Help menu

Release 2.0.30 - Released October 15, 2025

  • Added Cancel Button accessible when refreshing or loading data from NetSuite

Release 2.0.23 - Released October 2, 2025

  • Added BudgetNetIncome check to Budget upload page
  • Added ability to download and update existing Journal Entries
  • Added ability to download and update existing Intercompany Journal Entries
  • Performance fix for BudgetAccountBalance

Release 2.0.21 - Released September 19, 2025

  • Improved performance of templates
  • Added option in Preferences to return 0 or error for inaccessible accounts

Release 2.0.15 - Released September 8, 2025

  • Updated budget template
  • Added SavedSearch function for querying NetSuite Saved Searches
  • Added Query function for running ad-hoc SuiteQL queries
  • Added CurrencyName function for querying currency
  • Updated installer to handle multi-user installations
  • Query Custom Segments based on Transaction Line instead of Transaction
  • Added new templates for trial balance
  • Updated .NET runtime in installer
  • Install 32-bit pre-requisites when using 32-bit Office
  • Fix PTD CashAtBeginningOfPeriod calculation
  • Custom A/R and A/P aging intervals available through right click, settings in Preferences

Release 2.0.7 - Released July 30, 2025

  • Improved logging for better troubleshooting
  • Update to named range handling
  • Add support for drill-down in page layout view
  • Allow for undo of dropdown operation
  • Updated documentation
  • Updated .NET runtime in installer

Release 1.0.93 - Released June 5, 2025

  • Added Range function for returning dynamic arrays of NetSuite List data (e.g., Accounts, Classes, Departments, etc)
  • Avoid processing on-Finsyte workbooks on open
  • Performance improvements for Budget download and upload processing
  • Improved behavior of the Progress Dialog

Release 1.0.91 - Released May 23, 2025

  • Improved initial value caching performance
  • Fixed issue with progress dialog not showing
  • Added check for connectivity with NetSuite on open & handle revoked tokens better
  • Added option in Preferences to disable connectivity check on open
  • Improved handling of named ranges in functions

Release 1.0.90 - Released May 12, 2025

  • Added support for multiple account numbers (e.g., A1:A5) in functions
  • Updated user preferences
  • Improvements when working with multiple open workbooks

Release 1.0.87 - Released March 3, 2025

  • Optimized performance with closed periods
  • Improved speed for processing existing cell values
  • Avoid any processing of non-Finsyte workbooks
  • Fix handling of multi-level hierarchy segment values

Release 1.0.81 - Released February 6, 2025

  • Multiple values for segments (Class, Department, Location, etc) can be specified as Excel range (e.g., A1:A5)
  • Additional options added to Preferences
  • Process Finsyte function calls on open & avoid re-querying any calls utilizing closed periods
  • Added improved log viewer
  • Updated ribbon to include common productivity options
  • Added manual connect option to specifying TBA tokens explicitly (used by SSO)

Release 1.0.79 - Released January 27, 2025

  • Add Static Snapshot Selection context menu option
  • Refresh List Data when refreshing workbook
  • Support multiple transaction types in functions
  • Small template updates
  • Added additional preferences for controlling caching
  • Cache existing function values on open
  • Bug fixes

Release 1.0.74 - Released January 13, 2025

  • Enhanced save static snapshot to handle workbook links and other workbook formats
  • Preserve existing values on document open improving performance
  • Added Drill Down by Period to view YTD or ITD balances on select functions by period
  • Added Refresh Selection support to right-click and call data from NetSuite without needing a full worksheet or workbook refresh

Release 1.0.70 - Released January 2, 2025

  • Standard Report Templates (Balance Sheet, Income Statement, Cash Flow Statement) now include a build in tree structure displaying GL accounts with groupings that are expandable and collapsable
  • Select About > Preferences to set up your custom segments to utilize in lists, dropdowns, and function arguments
  • Enhanced List appearance to include conditional formatting to more easily view levels
  • Connection Dialog makes it easy to view multiple companies and link to NetSuite
  • Now includes option SSO Login support to NetSuite
  • Inclusion of the Stat Account for returning non-currency information
  • Faster list and template rendering speeds

Release 1.0.45 - October 2, 2024

Review these functions further in our Support Portal (opens in new tab).