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Journal Entry Fields

The Journal Entry Fields pane is one of the panes in the Finsyte Preferences dialog, opened from Help > Preferences in the Finsyte ribbon.

If your company is utilizing Custom Segments and/or Custom Fields inside of NetSuite, any segments outside of the defaults of Location, Department and Class, can be used in a Journal Entry Template. Finsyte makes it easy to manage which custom segments are available for use within the Preferences dialog.

  1. Any custom segments or custom field that your company has set up in NetSuite will be visible on the left hand side dialog called Available Fields
  2. Select Any/All custom segments/fields that you want included and visible in the Journal Entry template and select an Add option
  3. Order the segments using the Move Up and Move Down buttons. This will determine which order the segments appear in the template
  4. Once the segments are set up, select Save.

The settings here... Journal Entry Fields preferences pane

Results in the Journal Entry template including these options...

Journal Entry Custom Fields

Note: Custom Segments set up in Preferences are applied to only the individual Finsyte instance, not the entirety of a company.