General
The General pane is one of the panes in the Finsyte Preferences dialog, opened from Help > Preferences in the Finsyte ribbon.
| Option | Description | Default |
|---|---|---|
| Show Inactive Items In Dropdowns | Determines if list items marked Inactive will be included as valid options for selection in a dropdown. Easily review List data to understand if a field is marked Inactive. | Unchecked |
| Include Base Book With Adjustment Book | When adjustment-only books are queries, checking this option will include the base book values. | Unchecked |
| Check Connectivity On Open | Contacts NetSuite immediately when opening a workbook to validate that the connection is available and that the authentication token is valid. | Checked |
| Pause Connection on Open | When checked, calculations will be paused initially when Excel is opened. | Unchecked |
| Periods for Trailing to Date | The number of periods to utilize for the TTD period range. | 12 periods |
| Skip TTD Periods Greater Or Equal To | When checked, TTD period range calculations will skip any periods greater than or equal to the amount selected. | Checked, 13 |
| Date Handling | Select the check box to override NetSuite's date settings for your instance of Excel. | |
| Narrow Template Dropdowns by Subsidiary | Allows a template to filter optional segment dropdowns based on the subsidiary selection | Unchecked |