Home – Set preference

Navigation > home > set preference

General

1. User profile

Nickname

Enter the name that you want to appear in the From field of email messages you send from NetSuite. For example, you can send an email message by clicking the Email subtab on your employee record.

Note:  Your Nickname does not affect records you create in NetSuite. The name that appears on reports or custom fields is the name on your employee record.

From Email Address

Enter the email address you want to use as the From address for email you send through the system. Replies to email you send through the system are sent to this email address as well.
If you do not enter an email address here, email will be sent with your login email address.Email edited

Signature

Enter a signature (in HTML markup) you want to appear at the end of email you send from NetSuite.

The HTML must be formatted correctly, including line breaks, hyperlinks, character formatting such as Bold, and any other special formatting. If the signature is not correctly formatted, it will not display properly.

Add Signature

Check this box if you want to add your signature to all outgoing plain text fax and email messages.

Scriptable Templates: you must add the FreeMarker text{preferences.MESSAGE_SIGNATURE} to your template in order for the signature to automatically be displayed.

Localization

Language

Select the language to use for NetSuite pages.
This preference does not affect other users in your account.

Search Sorting

Select the alphabetical order to use for results of searches that you run.

• Language-Specific – the alphabetical order specific to your NetSuite language settings.
• English (U.S.) – the U.S. English alphabetical order.
  
• This preference does not affect searches run by other users in your account.

Language Of The Help Center

Select the language for the NetSuite Help Center. This can be a different language than the one selected for the NetSuite User Interface. Supported languages for the Help Center are English, German, Japanese, and Spanish.
Note: You can also set this preference directly from the NetSuite Help Center using the dropdown list at the top right corner of the page.

Pdf Language

This option is no longer used. To print your reports in a different language, change your NetSuite language in the Language field. Time Zone

Time Zone

Select the time zone where you work lect the time zone where you work

The first day of the week

Select the first day of your week.

Formatting

Date format

From the following, choose how dates should appear and be entered in your account:

• DD-Mon-YYYY
• DD.MM.YYYY
• DD/MM/YYYY
• MM/DD/YYYY

Note: This preference affects only your login. Other users in your company can set different date formats. However, this setting affects all of your roles. Therefore, if you reset your date format in another role, this setting will change to match the new preference as set in the other role.

Long Date Format

Choose how long dates, meaning dates with the month name spelled out, should appear and be entered in your account.

Note:This preference only affects your login. Other users in your company can set different date formats.

However, this setting affects all of your roles. Therefore, if you reset your date format in another role, this setting will change to match the new preference as set in the other role.

Time Format

Choose how time should appear and be entered in your account.

Note: This preference only affects your login. Other users in your company can set different time formats.

However, this setting affects all of your roles. Therefore, if you reset your time format in another role, this setting will change to match the new preference as set in the other role.

Number Format

Choose the number format for thousands separator and decimals.

This preference determines the number format used on transaction and entity forms, and search results only.

Note: This preference affects only your login. Other users in your company can set different number formats.

The setting affects all of your roles. If you reset your number format in another role, this setting will change to match the new preference as set in the other role.

Negative Number Format

Choose the format to display negative numbers.

This preference determines the format used on transaction and entity forms, and search results only.

Note: This preference affects only your login. Other users in your company can set different number formats.

The setting affects all of your roles. If you reset your number format in another roles, this setting will changes to match the new preference as set in the other role.

Phone Number Format

Choose how 10 digit phone numbers should appear and be entered:

• (123) 456-7890
• 123 456 7890
• 123.456.7890

If you are entering phone numbers outside the United States, leave this preference blank.

Auto Place Decimal

Check this box if you want NetSuite to insert a decimal point between the second and third digits from the right in a number where you don’t type a decimal point. For example, if you type 495, it becomes 4.95.

Clear this check box if you want NetSuite to place a decimal point at the end of a number where you don’t type a decimal point. For example, if you type 495, it becomes 495.00

Csv Column Delimiter

Select the symbol to be used as a column separator in the CSV data you import. This option overrides the setting specified at the subsidiary level, which in turn takes precedence over the settings specified at the company level.

Csv Decimal Delimiter

Select the symbol to be used as a decimal mark in the CSV data you import. This option overrides the setting specified at the subsidiary level, which in turn takes precedence over the settings specified at the company level.

Default

 Use Multicurrency Expense Reports

In accounts with the Multiple Currencies feature enabled, check this box for expense reports to automatically show the Foreign Amount, Currency, and Exchange Rate fields for each line item. 

When this option is enabled, the Use Multi Currency box on Expense Report transactions is checked by default. You can clear the Use Multi Currency box on individual expense reports to hide the Multi-Currency fields. 

Download Pdf Files

Check this box if you use PDF forms and want to save print files.

Clear this check box if you use HTML forms or if you print PDF forms immediately without saving their files.

Address Mapping Type

Select a web site to use to generate maps for addresses on entry forms.

Only Show Last Subaccount

Check this box to view subaccount names using indentation in dropdown fields.

For example, with the box checked, subaccounts appear indented under the parent account:
Parent accountSubaccount 1Subaccount 2

With the box cleared, subaccount names include the parent name:
Parent account
Parent account: Subaccount 1
Parent account: Subaccount 2

Only Show Last Subitem

Check this box to show only subitems and omit parent items in dropdown lists on transactions and forms. For example:
Subitem 1
Subitem 2

When the box is cleared, subitem names include the parent name:
Parent item
Parent item: Subitem 1
Parent item: Subitem 2

Note that when records display in popup lists subitem names always include the parent name.

Only Show Last Subentity

Check this box to indent subrecords in dropdown lists on transactions and forms. This applies to relationship records, such as customers, partners and leads. For example:
Parent customer
  Subcustomer 1
  Subcustomer 2

When the box is cleared, subentity record names include the parent name:
Parent customer
Parent customer: Subcustomer 1
Parent customer: Subcustomer 2

Note that when records display in popup lists subentity names always include the parent name.

Show Internal Ids

Check this box to be able to view the internal IDs for fields and records in the NetSuite application.

Web services and SuiteScript code need to reference internal IDs in order to uniquely identify objects, so it is recommended that you enable this preference whenever you are working with Web services or SuiteScript.

When this preference is enabled:

• You can view the internal ID for a field by clicking on that field’s label to open the field level help popup window. The internal ID is displayed in the lower right corner of this window.
• You can view the internal ID for a record or a custom field in an Internal ID column that displays on a list or search results page for that type of record or custom field

Messages

Submit Warnings

Check this box to see warnings when you are about to leave pages before submitting the transactions you were working on.

Limit Cc Field To Contacts & Employees

Enable this preference to limit the recipients who can receive copies of email messages to those defined as contacts or employees.

Default Issue Email Notification

Select one of the following options to be notified at your login email address when an issue you have submitted or edited changes or reaches a milestone:

• On Any Change – Receive an email every time the issue is edited.
• When Base Status is Open – Receive an email when the issue status is changed to one with a base status of Open.
• When Base Status is On Hold – Receive an email when the issue status is changed to one with a base status of On Hold.
• When Base Status is Closed – Receive an email when the issue status is changed to one with base status of Closed.

Notify Me Upon Issue Assignment

Check this box to receive a notification at your login email address when an issue is assigned to you.

This preference affects all roles. If you reset this preference in another role, it is reset for all roles.

Optimizing NetSuite

Delay Loading Of Sublists

Check this box to delay loading information on subtabs until you click the specific subtab. Setting this preference decreases page-load times.

Number Of Rows In List Segments

When you look at a long list in NetSuite, the list is divided into segments. Enter the maximum number of records you want in each segment.

For example, if you have 200 customers and you would like to see them in groups of 25 per page, then set the segment size to 25. To see the next set of 25, select the next group from the dropdown list at the bottom of the page.

You can alter this amount of higher or lower depending on your visual and scrolling preferences.

Maximum Entries In Dropdowns

Enter the maximum number of records you want to appear in dropdown lists. When a list has reached the limit you set here, the list will pop up in a window of its own. The highest number you can enter is 500.

There are some exceptions to this rule. For example, when you specify two or more filters for a custom field, the list appears as a popup, regardless of this setting.

Type-ahead On List Fields

Check this box to speed entries to list fields that have a large number of choices. When this option is enabled, you can type multiple characters into a list field and NetSuite populates it with a matching record.

If this option is disabled, NetSuite populates list fields based on the first character you type, selecting the first list record that begins with that character.

Require Exact Match On Item Type-ahead

If the Type-Ahead On List Fields option is enabled, check this box to require that NetSuite’s selection of a list record based on typed characters in a list field be an exact match of the typed characters, rather than just starting with the same characters.

 Show Quick Add Row On Lists

Check this box to use quick add on directly editable lists.

Quick add allows you to create new records from lists and only add basic information. You can turn this preference off on individual lists

Display Bounce Warning On Campaigns

Clear this box if you wish to restrict automatic scanning of hard bounced email addresses in your marketing campaign.

If the preference is turned off, a bounced list button is enabled, allowing manual screening of hard bounced email addresses.

Disabling this preference is useful if you have a large campaign distribution list. For large lists, automatic screening may cause performance issues when viewing campaign records

Prefer Native Select Fields Over Ns Dropdowns In Internet Explorer

This field is only for users of the Internet Explorer browser. Select this box to use native dropdown lists rendered by your Internet Explorer browser rather than dropdown lists rendered by the NetSuite User Interface. 
This may improve page performance, particularly on pages with many dropdown lists.
Page performance varies due to the interaction of many factors, including:

• the type and complexity of the page
• whether the page has been customized
• the number and type of features enabled in an account

If you continue to experience less-than-optimal page performance even with this option selected, please contact NetSuite Technical Support.

Appearance

Colors

color theme

Select a color theme for this Center or Role in NetSuite.

Styles

Screen Font

Choose Verdana or Arial as the screen font for your NetSuite pages. The font you choose here is not applied to your forms or web site.

 Compensate For Large Fonts

Click this to see easier-to-read layouts if you have already set your computer display to use large fonts.

Density Setting For Internet Explorer

Select the density of your NetSuite pages. This setting is for Internet Explorer 10 and higher. The options are:

• Normal – 100% zoom
• Higher Density – similar to 80% zoom
• Very High Density – similar to 67% zoom

Other browsers, such as Chrome and Firefox, enable you to set the zoom independently for each website without a special NetSuite setting.

Chart Themes

Chart Theme

You can define a default appearance for all of the charts on your dashboard, by choosing from four chart themes that configure the look and colors of shapes representing chart data.

• Basic – provides limited color contrast (the default)
• Colorful – provides more color contrast
• Match Color Theme – Bold – harmonizes with your choices in the Colors section of the Preferences page, using bolder shades
• Match Color Theme – Light – harmonizes with your choices in the Colors section of the Preferences page, using lighter shades

Chart Background

You can choose the background to display behind data in dashboard charts: lines (the default), bands, or a grid.

Centers & Dashboards

Landing Page

select the tab that you want to be the first page displayed when you log into your NetSuite account. If you do not make a selection in this dropdown, your Home page is the initial landing page.

The list of possible landing pages includes all standard tabs and custom tabs in your center.

The page you select here is overridden if your account administrator sets the general company Landing Page preference to use a custom landing page created by a Suitelet.

Show Portlet Hint

When the Show Portlet Hint option is enabled, users with slow-loading dashboard portlets see a popup notice when these portlets time out during dashboard loading. The notice suggests they minimize the slow-loading portlets to improve dashboard load time. If you do not want this popup to appear, uncheck the box, which is checked by default.

Set Customer Dashboard As Default View On Customer Record

Check this box to set the customer dashboard view as the default view on customer records.

Entry forms

Limit Entry Forms To Two Columns

Check this box if you want to limit the columns of fields on entry forms to two columns. By default, fields on entry forms are arranged in three columns.

Expand Tabs On Entry Forms

Check this box to expand tabs on your NetSuite pages. When tabs are expanded, contents are listed in order on a single page so that you can tab through the fields.

Enable Rich Text Editing

Check this box to enable use of the rich text editor in text fields.

When this option is enabled, each text field includes Font, Size, and Color dropdowns, and a toolbar with text style, alignment, and paragraph format options. You can enter text and make selections to format it. Each text field includes the Formatted Text header, and an HTML Source Code link that you can click to switch to the mode of entering source code.

By default, you enter HTML source code in text fields. Each field includes the HTML Source Code header, and a Formatted Text link that you can click to switch to rich text editor mode.

Default Rich Text Editor Font

Select the default font for rich text editor fields. Rich text editor fields allow you to format information directly in the field without using HTML code.

Default Rich Text Editor Font Size

Select the default font size for rich text editor fields. Rich text editor fields allow you to format information directly in the field without using HTML code.

Accessibility

Display Default Theme With Optimal Color Contrast

Check this box to display a theme with optimal contrast that can aid users with low vision to view the UI. 
Note: If this preference is selected, the color theme is set to default and the Color Theme preference is disabled.

Custom preference

Navigation > home > set preference >Custom preference

SuiteOrgChart Beta

Suppress What’s New

This is a custom field created for your account. Contact your administrator for details

Restrict view

Navigation > home > set preference > Restrict view

subsidiary

Set this preference to restrict the records shown for this login session, in the user interface, searches, and reports, to those for the selected subsidiary.

To also include records for child subsidiaries of the selected subsidiary, check the Include Sub-Subsidiaries box.

Note: You are not able to run some reports until you set this preference. Some reports require a restriction to a single subsidiary. In these cases, do not check the Include Sub-Subsidiaries box, because enabling this option includes multiple subsidiaries, rather than a single subsidiary as required.

The next time you log in with this role, your normal restrictions are restored.

Include Sub-subsidiaries

Check this box to include records from child subsidiaries, in addition to the selected parent subsidiary, in the user interface, searches, and reports, for the current login session.

Do not check this box if you have received a warning that you need to restrict your view to a single subsidiary in order to run a report, as enabling this option includes multiple subsidiaries, rather than a single subsidiary as required.

It does not make sense to check this box if you have selected your root subsidiary. Because all subsidiaries are children of the root subsidiary, selecting the root subsidiary and checking this box is equivalent to no selection, since it will include ALL subsidiaries.

The next time you log in with this role, your normal restrictions are restored.

Department

Set this preference to restrict the records shown, for the current login session, in the user interface, searches, and reports, to those for the selected department. The next time you log in your original settings will be restored.

Include Sub-departments

Check this box to include records from sub-departments of the selected department for this session.

Include Unassigned

Check this box to include records that do not have a designated location in this session.

Include Sub-locations

Check this box to include records from sub-locations of the selected location for this session.

Include Unassigned

Check this box to include records that do not have a designated location in this session.

Class

Set this preference to restrict the records shown, for the current login session, in the user interface, searches, and reports, to those for the selected class. Your original settings will be restored when you sign out and log in again.

 Include Sub-classes

Check this box to include records from sub-classes of the selected class for this session.

 Include Unassigned

Check this box to include records that do not have a designated class in this session.

Alerts

Navigation > home > set preference >Alerts

Alert Email Can Be Sent To You Up To Three Times A Day. Please Select The Time(S) At Which You Want To Receive Alert Email.

First Selection

Select the time you would like to receive alert e-mail. Alert e-mail messages contain the information shown in the portlets on your Home tab. Alert e-mail is sent to the e-mail address you use to log in to NetSuite.

Second Selection

Select a second time you would like to receive alert e-mail. Alert e-mail messages contain the information shown in the portlets on your Home tab. Alert e-mail is sent to the e-mail address you use to log in to NetSuite.

Third Selection

Select a third time you would like to receive alert e-mail. Alert e-mail messages contain the information shown in the portlets on your Home tab. Alert e-mail is sent to the e-mail address you use to log in to NetSuite.

Include Links In Html Alerts

Check this box to have the key indicators and reminders included in your alert e-mail appear as links. When you click a link, a browser window opens where you can log in to NetSuite and view the report for that key indicator or reminder. You must also have the E-mail Using HTML box checked on the Transactions subtab of this page in order to include links.

Send An On-demand Alert From This Role

Check this box to enable on-demand alerts. With on-demand alerts, you can send e-mail to alerts@alerts.netsuite.com or reply to an alert e-mail and NetSuite e-mails the contents of your dashboard to your login e-mail address.

Respect Quick Date Portlet Settings

When enabled, this preference allows email alert results to be based on the date selected in your dashboard’s Quick Date Selector portlet.

By default, this preference is enabled. You can click on the box to clear it, so that email alert results can be based on a different date.

E-mail

Select in the dropdown an email address to which email alerts should be sent.

Activities

Navigation > home > set preference >Alerts

Edit Activities From Calendar

Check this box to open events in Edit mode when you click events on your calendar

Send Invitation Emails

Choose to send event invitation e-mail to one of the following:

• To all Invitees
• Internally

 Internally

Choose to send event invitation e-mail to one of the following:

• To all Invitees
• Internally

 To All Invitees

Choose to send event invitation e-mail to one of the following:

• To all Invitees
• Internally

Restrict Invitees To Employees

Check this box to choose only employees as invitees on event records.

Default Event Access Setting For New Events

Check this box if you want new events marked public by default. You can clear the Public box on events you do not want seen by others viewing your calendar.

Default Reminder Type

Select one of the following as your default type of event reminder:

• None
• E-mail
• Popup Window

Default Reminder Time

Choose the default amount of time you want an event reminder to appear before the start time of the event.

PLAY Audio With Popup Event Reminders

Check this box to have an audio alert when event reminders pop up. You must have your browser set up to play sounds on Web pages to use the audio alert.

Tasks & Phone Calls

Default Priority For Tasks

Select the priority assigned by default to new tasks. You can set a task’s priority in the Priority field on the task record.

Default New Tasks Public

Check this box if you want new tasks to be public tasks by default. You can mark a task private by checking the Private Task box on the task record.

Default New Phone Calls Public

Check this box to make new phone calls public by default. You can mark a phone call private by checking the Private Callbox on the phone call record.

Transactions

Navigation > home > set preference >Transactions

Basic

Auto Fill Transactions

If you check this box, information on transaction pages is automatically filled in based on the last transaction for the entity you have chosen. If you clear this box, click the Auto Fill button on transaction pages and information fills in based on the last transaction for the entity you have chosen. The date and period information on any transaction remains current and all auto filled fields can be changed.

 Alphabetize Items Regardless Of Type

Check this box to list items in alphabetical order, regardless of item type, on transactions such as Sales Orders, Purchase Orders, and Inventory Adjustments. Clear this box to display items listed on transactions grouped by item type, and within each item type, listed in alphabetical order.

Warnings

Duplicate Number Warnings

Check this box to see warnings when you enter a document number you have used before. This would prevent two checks with the same number, for example.

 Inventory Level Warnings

Check this box to see warnings when you sell inventory items with quantities at or below their reorder points. You must also set these minimum quantities at Lists > Items, on the Basic tab, in the Reorder Point field.

Customer Credit Limit Handling

Select your preferred handling method for when a customer exceeds their allowed credit limit:

• Ignore – Select this method to allow sales orders and invoices to be entered without a warning for a customer that is at or above their credit limit.
• Warn Only – Select this method to generate a warning when a sales order or invoice is being entered that puts the customer at or above their credit limit. You can choose to enter or cancel the transaction once the warning has appeared.
• Enforce Holds – Select this method to block the entry of a sales order or invoice that puts the customer at or above their credit limit.

This preference does not affect Opportunities, Estimates or Cash Sales.

Note: To set this individual preference, an administrator must allow an override of the company setting.

Vendor Credit Limit Warnings

Check this box to receive a warning when you exceed the credit limit for a vendor. Note: To set this individual preference, an administrator must allow an override of the company setting.

Printing

Clear this check box if you prefer to print transactions forms in PDF format. Printing PDF forms requires Acrobat Reader. Check this box to print transaction forms in HTML format.

 Print Using HTML

Clear this checkbox if you prefer to print transaction forms in PDF format. Printing PDF forms require Acrobat Reader.

Transaction Email Attachment Format

Check this box to print transaction forms in HTML format.

HTML

Choose HTML to email transaction forms in HTML format. Choose PDF to email forms as PDF attachments. You can also choose how to email specific recipients on their records.

PDF

Choose HTML to email transaction forms in HTML format. Choose PDF to email forms as PDF attachments. You can also choose how to email specific recipients on their records.

Horizontal Print Offset

Enter a positive number to move text to the right. For example, enter 0.1 to print text one-tenth of an inch farther to the right.

Enter a negative number to move text to the left. For example, enter -0.1 to print text one-tenth of an inch farther to the left.

Vertical Print Offset

Enter a positive number to move text lower. For example, enter 0.1 to print text one-tenth of an inch farther down.

Enter a negative number to move text higher. For example, enter -0.1 to print text one-tenth of an inch farther up.

NOTE: If you are using the United States edition of NetSuite, enter your adjustments in inches.

If you are not using the United States edition of NetSuite, enter your adjustments in millimeters.

Analytics

Navigation > home > set preference > Analytics

Rporting

Report By Period

To determine which reports you want to report by period, select one of the following options:

• Financials Only – Select this option if you want specific financial reports reported by period. For a list of these financial reports, see Report by Period: Financials Only Reports in Help Center.
• All Reports – Select this option if you want all applicable reports reported by period. For a list of reports that properly execute by period and those that fail, see Report by Period: All Reports in Help Center.
• Never – Select this option if you do not want to exclude reports that can be run in both by date and by period mode.

Note: If you select Financials Only or Never, you may encounter problems with data for KPI scorecards that use accounting periods.

Note: In OneWorld accounts, if you post transactions with dates outside posting periods, best practice is to run all reports by period. Select All Reports.

 Show Reports In Grid

 Check this box to see all your reports with gridlines dividing the rows and columns. Clear this box to see reports presented only on a white background.

 Customize Font On Financial Reports

Select this option if you want to change the font on your financial reports. When this option is selected, financial reports are displayed using the Arial font, but you can specify a different font by editing a report in the Financial Report Builder.

 Print Company Logo

Check this box if you want to have your company logo printed on reports by default. If you want to see your company logo on reports on screen, you must also check the Display Report Title on Screen box.

 Display Report Title On Screen

Check this box to show the report title, company name and dates when you view reports. Clearing this box will enable you to view more lines of a report on the screen. If you clear this box, the report title, company name and date range will still appear on printed reports.

 Display Report Description

Check this box to display report descriptions by default on your reports.

Default Bank Account

The account you choose here is accessible from your Home page using the Bank Balance snapshot. If you have trouble seeing the right account after clicking Save, click Update in the Snapshots box. If you do not choose an account here, the first account in the dropdown list will be your default register. To see the Bank Register report, go to Reports > Bank Register. You can see the registers of the other accounts by going to Lists > Accounts, and clicking the name of the account you want to view.

 Calculate Forecasts As Weighted

Check this box to have forecasts weighted according to probability. Forecasts that are not weighted include the total of all transactions regardless of probability. Weighted forecasts include a percentage of the total for opportunities and estimates based on the probability of those transactions.

Search

Show List When Only One Result

Check this box to return search results as a list when there is only one record in results. By default, NetSuite opens the individual record when there is only one record in search results.

Note that if you enable this preference, NetSuite no longer automatically selects a single result from the suggestion list.

 Quick Search Uses Keywords

Check this box if you want Quick Search portlet searches to return BOTH records with names that start with and records with names that contain the entered keywords.

If you do not enable this preference, the Quick Search portlet includes Starts With and Contains option buttons, and searches can return EITHER records with names that start with keywords OR records with names that contain keywords, based on the option button selection. Enabling this preference removes the option buttons.

 Popup Search Uses Keywords

Check this box to base search results for popup lists only on keywords that start with and include all the search terms entered.Popup searches are used when searching for a selection for a field, such as when finding a customer to select on an order.

Include Inactives In Global & Quick Search

Check this box to include inactive records in results returned for keywords entered in the Global Search field or in the Quick Search portlet. By default, only active records are returned for these searches.

Popup Auto Suggest

When this option is enabled, NetSuite suggests matches for the text you enter in popup search windows, automatically as you type. You can select from the list of matching records to go directly to the record you need. This option is enabled by default. To disable it, clear the box.

Global Search Auto Suggest

When this option is enabled, NetSuite suggests matches for the text you enter in the Global Search field, automatically as you type. You can select from the list of suggested records to go directly to the record you need.

This option is enabled by default. To disable it, clear the box. To enable it, check the box.

Global Search Sort By Name/Id

Enable this option to sort global search results by name, instead of by record type and then by name within each record type.

Global Search Customer Prefix Includes Leads And Prospects

Enable this option to cause records for customers in all stages to be returned when you use the cu global search prefix, including leads, prospects, and customers. By default this option is disabled, and the cu prefix returns records only for customers, not for leads or prospects.

Global Search Includes Transaction Numbers

Check the Global Search Includes Transaction Numbers box to include results by both document number and transaction number in your global search results. Clear the box to include only document numbers in the search results. For more information, see the Help Center article titled “Global Search by Document Number Only.”

PDF

PDF Page Orientation

Select landscape or portrait orientation for your PDF output when you export a report or search results as a PDF.

Pdf Font Size

Select a font size for the PDF output when you choose to export a report or search results as a PDF.

Export

Csv Export Character Encoding

Select from the dropdown to choose an alternate character encoding for CSV exports of lists, reports, and searches.

Default encoding is UTF-8. Other options are Windows 1252, the default format for Microsoft Excel, and Shift-JIS, the most widely used format in Japan.

KPI and Snapshot

KPI Scorecard With Period Specific Consolidation Rates

Select the accounting period that provides the consolidation rates you would like to use in the KPI Scorecard report.

The following KPIs are affected by the period consolidation rates you select:

• Bank Balance
• Credit Card Balance
• Receivables
• Payables
• Other Current Assets
• Other Current Liabilities

Note: If Multi-Book Accounting is provisioned in your NetSuite OneWorld account, the accounting book selected on the user preference reflects the accounting book currency.

This preference has no affect on standard KPIs.

This preference is available for all NetSuite user roles.