Setting General Account Preferences in NetSuite 2026.1

TL;DR Opening

Starting in NetSuite 2026.1, users with the Administrator role can set up and manage general account preferences through the Setup menu. This includes configuring display formats, password and login policies, as well as transaction settings. Proper management of these settings can enhance system usability and security.

What's New

The general account preferences feature provides a centralized location for administrators to customize account settings. Access these preferences at Setup > Company > General Preferences. Here’s a breakdown of the various settings available:

Setting General Display Preferences

Administrators can set default formats for:

• Date Format: Choose formats for abbreviated and formal date presentations.
• Time Format: Specify how time should appear in forms and reports.
• Number Format: Define how numbers, including negative numbers, are displayed in transactions.
• Phone Number Format: Establish a default for how phone numbers are formatted in the system.
• First Day of Week: Determine what day starts the week for calendars and time tracking.

Setting General Password and Login Preferences

Key settings for password management include:

• Password Policy: Three built-in policies (Strong, Medium, Weak) define password complexity, with the Strong policy enforcing a minimum of 10 characters and a mix of character types.
• Minimum Password Length: This minimum can be adjusted and is set by default to the strong policy's requirement.

Important Note

All changes made in the general preferences are logged in system notes for auditing purposes. If overriding these preferences is not desired, administrators should ensure to select the Allow Override box accordingly.

Setting General Transaction Preferences

These preferences can affect how transactions are processed and recorded, ensuring consistency across the platform.

Setting General Bank Import Notifications

Customized notifications can be set to alert users regarding bank imports, enhancing financial oversight.

Who This Affects

• Administrators: Responsible for system configuration and management.
• Developers: May need to consider user-defined settings when creating custom scripts.
• End Users: Potentially impacted by the display preferences and transaction settings as they navigate the system.

Key Takeaways

• Administrators can configure essential preferences affecting display, passwords, and transactions in NetSuite.
• All changes are recorded in system notes, promoting accountability and tracking.
• Preferences set at the company level can be overridden by individual users if allowed, providing more flexibility.
• Regularly review and update these settings to align with both security protocols and user needs.