Preferences
Preferences
General
| 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 |
Note: Easily restore preferences to default by clicking the button Reset to Default.
Tree Options
| Option | Description | Default |
|---|---|---|
| Grouping Level | When utilizing Standard Report Templates, a tree structure of grouping levels for accounts is created based off the GL Account levels. This Grouping Level option indicates how expanded or collapsed a user would like their template to appear upon initial creation if the Enable Account Grouping checkbox is checked. | 1 |
| Enable Account Grouping | Enabling Account Grouping will ensure that outline levels (grouping) are displayed by default when a Standard Report Template is created. Unchecking this option will result in all accounts levels being displayed. | Checked |
| Include Cumulative Translation Adjustment in Trial Balance | Includes the row and formula for the Cumulative Translation Adjustment in the Trial Balance Template. | Checked |
Caching
| Option | Description | Default |
|---|---|---|
| Store Values on Open | Stores function execution values temporarily in memory upon opening a workbook. When unchecked, function calculations will trigger calls to NetSuite to recalculate the value. When checked, the current state of the workbook is preserved, and refresh will only occur when the cached values expire or if the sheet or workbook is refreshed via the Refresh option in the ribbon | Checked |
| Cache Function Execution | Stores calculated NetSuite function results temporarily in memory to ensure more efficient results upon editing reports or changing parameters | Checked |
| Expire Cached Items After | Determines how long the saved NetSuite function cache (different from List Cached values) will be maintained before a new NetSuite call will occur if re-run, specified in hours, minutes, and seconds | 5 minutes |
Template Parameters
| Option | Description | Default |
|---|---|---|
| Optional Filter Parameters | Determines which optional parameters are included in the Standard Report Templates, covering Balance Sheet, Income Statement, Cash Flow, Trial Balance, and their comparative versions. | All Checked |
| Custom Segments | Determines which custom segments are included in the Standard Report Templates, covering Balance Sheet, Income Statement, Cash Flow, Trial Balance, and their comparative versions. | All Checked |
Custom Segments
To review how to edit your preferences for custom segments, refer to the Custom Segments page.
Aging Options
| Option | Description | Default |
|---|---|---|
| Aging Based On | Determines the date that will be used to evaluate aging buckets. | Due Date |
| Repeat | Determines the number of separate time buckets show in the aging report by repeating the interval that many times. An additional column displaying a summary Greater than the max date range will always be displayed as well (ex: >90 Days). | 3 |
| Interval | Determines the number of Days, Weeks, Months or Periods included in each time bucket of the aging report. | 30 Days |
| Intervals set to... | Regular will utilize the Repeat and Interval options explained above to create the aging report. Irregular allows a user to manually enter the specific day count for each time bucket in the aging report. | N/A |
Advanced
| Option | Description | Default |
|---|---|---|
| Release Channel | As Finsyte automatically updates Finsyte versions, the release channel determines what release a user is on. Switching the Release Channel may require and restart of Excel to re-apply the new version. | Release |
| Max Outstanding Requests | Configures the maximum number of simultaneous requests issued. This number should be less than or equal to the max concurrency limit (opens in new tab) defined in NetSuite for the Finsyte TBA integration record. | 4 |
| Requests Per Batch | Controls how many Excel function call requests to attempt to batch at one time. Values larger than 500 can result in paging, which may impact performance. Smaller values will result in more calls to NetSuite, but may perform better when dealing with larger data sets | 500 |
| Log Level | Indicates the level of logging displayed when you choose Diagnostics > Show Log. Selecting any level will display that level and all levels below. If you want to see everything the application logs, choose Verbose. | Information |
| GLAccountName Property | The column from the GL Accounts list to return for the GLAccountName function. | AccountSearchDisplayName |
| Inaccessible Accounts Return 0 | Rather than returning an error is an account is not accessible for a certain subsidiary, this option, when checked, will return 0 instead. | Checked |
| Combined Drilldown Limit | Sets the maximum number of Finsyte functions that can be merged into a single combined drilldown when right-clicking a multi-cell selection. | 200 |
Dropdown Display
To review how to control which column is shown in the Subsidiary, Account, Class, Department, Location, Item, and Entity dropdowns and Range functions, refer to the Dropdown Display page.
List Refresh Options
| Option | Description |
|---|---|
| List Refresh Options | Select which lists in the From List on the Finsyte ribbon are refreshed when Refresh Data > List Data is selected. |
| List Record Limits | Select a list option and define its record limit. Any list not available here will always return all records (ex: Accounts). |
Journal Entry Fields
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.
- 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
- Select Any/All custom segments/fields that you want included and visible in the Journal Entry template and select an Add option
- Order the segments using the Move Up and Move Down buttons. This will determine which order the segments appear in the template
- Once the segments are set up, select Save.
The settings here...
Results in the Journal Entry template including these options...
Note: Custom Segments set up in Preferences are applied to only the individual Finsyte instance, not the entirety of a company.
Relative Periods
Relative Periods allow <Current> and offset values such as <Current - 1> or <Current + 2> to appear as selectable options in the Fiscal Year and Period Number dropdowns. These values resolve dynamically at run time rather than being fixed to a specific year or period.
Fiscal Year
| Option | Description | Default |
|---|---|---|
| Show relative values in the Fiscal Year dropdown | When checked, adds <Current> and relative offset entries to the Fiscal Year dropdown for use in functions and templates. | Unchecked |
| Prior Years | Number of prior fiscal years to include as relative options (e.g., a value of 1 adds <Current - 1>). | 0 |
| Following Years | Number of following fiscal years to include as relative options (e.g., a value of 1 adds <Current + 1>). | 1 |
Period Number
| Option | Description | Default |
|---|---|---|
| Show relative values in the Period Number dropdown | When checked, adds <Current> and relative offset entries to the Period Number dropdown for use in functions and templates. | Unchecked |
| Prior Periods | Number of prior periods to include as relative options (e.g., a value of 1 adds <Current - 1>). | 0 |
| Following Periods | Number of following periods to include as relative options (e.g., a value of 1 adds <Current + 1>). | 0 |
Runtime Behavior
Relative values resolve at run time rather than being stored as fixed years or periods. The following rules govern how they are interpreted:
- Basic resolution.
<Current>resolves to the current fiscal year or period, and<Current ± N>resolves to N steps before or after. - Period Number overrides Fiscal Year. When a relative value is used in the Period Number field, it resolves to both a period number and a fiscal year, and the resolved year replaces whatever value is in the Fiscal Year field. For example, selecting
<Current>for Period Number when the current period is May 2026 resolves to period 5 and fiscal year 2026 — even if a separate relative value such as<Current - 1>was set in the Fiscal Year field, it is cleared and replaced by the year derived from the period. - Period wrapping at the skip threshold. The Skip TTD Periods Greater Or Equal To setting on the General tab acts as the year-length boundary for relative period resolution. If a relative offset produces a period number that meets or exceeds the skip threshold, the value wraps by subtracting the threshold — for example, if the current period is 12 and the offset is
+2, the raw result is 14. With the skip threshold set to 12, period 14 wraps to period 2. If the skip threshold is set to 14 or higher, period 14 is returned as-is with no wrapping. - Clamping to available data. If a relative offset resolves to a fiscal year or period that is outside the range available in NetSuite, the value is clamped to the earliest or latest available period or fiscal year rather than returning an error.