Preferences

The Preferences dialog is where you configure how the Finsyte Add-In behaves. Open it from Help > Preferences in the Finsyte ribbon. Each item below is a pane on the left-hand side of that single dialog — select a pane to view its settings.

Note: Easily restore preferences to default by clicking the button Reset to Default.

Preference Panes

Pane	Description
General	Core add-in behavior: dropdown inactive items, connectivity on open, Trailing to Date periods, date handling, and more.
Tree Options	Account grouping and outline levels for Standard Report Templates, plus the Trial Balance Cumulative Translation Adjustment.
Caching	In-memory caching of function values and results, and how long cached items are kept.
Summary Cache	Precompute closed-period balances into a local database for dramatically faster balance sheet queries.
Template Parameters	Which optional filter parameters and custom segments appear in Standard Report Templates.
Custom Segments	Set up which custom segments are available in lists, dropdowns, and function arguments.
Saved Search Filters	Register NetSuite saved searches as Excel functions with configurable filter parameters.
Drilldown Options	Which columns appear in drill-down results and the order they appear in.
Aging Options	Time buckets and settings used by the Aging Summary.
Advanced	Release channel, request concurrency and batching, log level, and other advanced settings.
Dropdown Display	Control which column is shown in the Subsidiary, Account, Class, Department, Location, Item, and Entity dropdowns and Range functions.
List Refresh Options	Which lists refresh with Refresh Data > List Data, and per-list record limits.
Journal Entry Fields	Manage which custom segments and custom fields are available in the Journal Entry template.
Relative Periods	Add dynamic <Current> and offset options to the Fiscal Year and Period Number dropdowns.
SuiteApp Deploy	View SuiteApp deployment status and deploy the Finsyte SuiteApp directly from Preferences.