Keyboard Shortcuts
1. When inputting a date, type “t” in the box to autofill with today’s date.
2. Type “y” to autofill with the previous day’s date.
3. Press “Shift + t” to autofill with the following day’s date.
4. Type “m”to autofill with the final day of the current month.
5. To reach the global search bar, press “Alt + g” (Windows) or “Option + g” (Mac).
6. Enter the first three letters of several record types in the search bar with either a colon or carat to search specific record types, like cus: for customer, con^ for contact, inv^ for invoice or “emp:” for employee
7. Search only exact matches by putting the term in quotation marks, e.g. “Tech Services Corp.”
8. Add % at the end of a search term for everything that starts with those letters. For instance, tech% will pull up anything that starts with “tech.”
9. Put percentages around a numeral to pull up any records containing that number, as in %495%.
10. Put an underscore between numbers to pull up customer numbers starting and ending with those numerals. Cu: 4_5, for example, shows customer records 415, 425, 435, etc.
11. To search up to three terms simultaneously, use “OR” (use capital letters) between the terms. Te% OR Tech% OR Techno% would turn up records with any of those prefixes.
12. To see your 12 most recently viewed records, hover over the circular arrow in the top-left corner. Click on the record to open it or hover over it and click edit to change the record.
General and User Preferences
13. Adjust the number of rows in a list or entries in a search bar dropdown by going to Home > Set Preferences and under Optimizing NetSuite selecting the preferred number of results.
14. Admins can standardize date formats on that same Set Preferences General tab under Formatting.
15. Seeing internal IDs for all fields, records, lists, workflows and custom forms is useful when you’re making customizations through SuiteScript. To make these visible, in the General under Defaults select Show Internal IDs.
16. Change your NetSuite UI color scheme by navigating to Home > Set Preferences > Appearance. The Color Theme dropdown shows all available colors, including school colors for many US colleges.
17. Admins can give all non-admin users the same toolbars rather than role-specific ones by navigating to the same Appearance tab and under Centers & Dashboards selecting the box next to “Use Classic Interface.”
18. If you’re booking out-of-period transactions that you want tied to the general ledger for reporting purposes, go to the Analytics tab in Set Preferences, and under reporting change Report By Period to All Reports instead of Financials Only (the default setting).