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Summary Cache

The Summary Cache pane is one of the panes in the Finsyte Preferences dialog, opened from Help > Preferences in the Finsyte ribbon.

The Summary Cache pane precomputes the balances for your closed periods into a local database, so opening balances load instantly from that local cache instead of Finsyte querying NetSuite for the full transaction history back to inception. Balance sheet account queries — which rely on inception-to-date opening balances — become dramatically faster as a result.

Enable it once, and Finsyte handles the rest. Turning the cache on starts the build automatically, and as long as you close your periods in NetSuite, that initial build delivers a substantial, lasting performance increase. From that point forward Finsyte keeps the cache current on its own — detecting newly closed periods, and re-caching any closed period that is reopened, changed, and closed again — so you never have to rebuild it under normal use.

Summary Cache preferences pane

OptionDescriptionDefault
Enable Summary Balance CacheTurns the cache on or off. When checked, Finsyte precomputes the balances for all of your closed periods into a local database and builds the cache automatically. Unchecking it stops Finsyte from using the cache and returns to querying opening balances live from NetSuite; rechecking it turns the cache back on and rebuilds it automatically.Unchecked
RebuildForces Finsyte to recompute the entire cache from scratch. Only needed if you encounter an issue — enabling the cache already builds it, so routine use never requires it.N/A

How It Works

  • Faster balance sheet queries. Opening (inception-to-date) balances load from the local cache rather than Finsyte querying NetSuite for the entire transaction history, so balance sheet account queries — including GLAccountSummaryBalance and other GL account balance functions — return much faster.
  • Works with all your segments. Standard NetSuite segments and custom segments are both fully supported in the cached balances.