Setting General Display Preferences

Users with the Administrator role can set up general preferences for the account at Setup > Company > General Preferences.

Note:

Any changes you make to general preferences are saved in system notes. For more information, see Searching System Notes.

For many preferences you set at the company level, users can override this preference at Home > Set Preferences. If you don't want users to override particular preferences, on the Overriding Preferences subtab, clear the Allow Override box for each preference.

Preference

Description

Date Format

Select the format for abbreviated dates. For more information, see Formatting for Dates, Numbers, Phone Numbers, and Time.

Long Date Format

Select the format for formal dates. For more information, see Formatting for Dates, Numbers, Phone Numbers, and Time.

Time Format

Select the format for time entries to display online and in printed forms. For more information, see Formatting for Dates, Numbers, Phone Numbers, and Time.

Number Format

Select the format to display numbers entered on transaction forms and entity forms online. For more information, see Formatting for Dates, Numbers, Phone Numbers, and Time.

Negative Number Format

Select the format to display negative numbers entered on transaction forms and entity forms online. For more information, see Formatting for Dates, Numbers, Phone Numbers, and Time.

Phone Number Format

Select a default phone number format. This format is used in all online forms. When users enter phone numbers, they change to this format automatically.

For more information, see Formatting for Dates, Numbers, Phone Numbers, and Time.

Use Phone Numbers Without the +1 International Country Calling Code

Check this box to display phone numbers without the +1 area code. This option can be selected for the purposes of improved backward compatibility.

First Day of Week

Select the day to begin each calendar week.

Note:

If you use Weekly Timesheets, changing the first day affects only new timesheets. Existing timesheets won't change, so you may see shorter timesheets to fit the new setting.

Note:

Some NetSuite reports use Sunday as the first day of the week, no matter what you set for this preference.

Search Sorting

Select the alphabetical order to use when displaying search results. Select Language Specific to use the alphabetical order specific to your NetSuite language settings. Select English (U.S.) to use the U.S. English alphabetical order.

Screen Font

By default, the font is Open Sans. Select the default font for text displayed on online pages.

Allow Free-Form States in Addresses

This preference affects the State/Province field on entity records, location records and transactions. It also affects the search fields on entity, location, and transaction searches.

This preference doesn't affect Web store address entries or UPS and FedEx shipping. UPS and FedEx use only zip code and country to determine shipping rates.

Check this box to let users enter free-form text in State/Province fields.

  • When the box is checked, any text you enter in the State/Province field is not converted to standard state or province codes. The text is saved as you enter it.

    Note:

    If you set this preference, you must enter the two-letter abbreviation for the state or province so NetSuite can find the correct transaction nexus. If you use the full name of the state or province, the system can't determine the correct transaction nexus.

  • When this preference is not set, the State/Province field is a list of standard U.S. states and Canadian provinces. Any text you enter is converted to standard state or province codes.

Use State Abbreviations in Addresses

Check this box to use the standard state abbreviations in address fields and labels.

If you clear this box, the full state name is used.

Horizontal Labels

To display labels to the left of fields on record pages, check this box. By default labels are above fields.

Enable Redwood Theme

Check this box to enable the Redwood Experience theme, which gives NetSuite a different look and feel, including different colors, icons, and fonts.

Show Reports in Grid

Check this box to display reports in a grid format by default.

Time Selectors Use Fiscal Calendars Based on First Month

When this box is checked, date range selectors for fiscal elements (for example, this fiscal year) use the First Fiscal Month setting in Setup > Company > Company Information.

When this box is not checked, time selectors use the custom Fiscal Calendar for accounting years, quarters, and periods.

For example, a company has a custom Fiscal Calendar for 2014 aligned with business weeks. The calendar starts on the first Monday of March, which falls on March 3, 2014 and ends on March 1, 2015. The First Fiscal Month is set to March. If the Time Selectors Use Calendars Based on First Month box is checked, the this fiscal year selector returns a date range from March 1, 2014 to February 28, 2015. If the box is not checked, this selector returns a date range of March 3, 2014 to March 1, 2015.

Related Topics

General Notices