Choosing and Adding Checks

Plans: Pro

Insight comes with built-in checks for bills, invoices, orders, journals, payments and credits. You can switch any of them off, and add your own from a saved search.

Seeing your checks

In Insight, click ⋯, then Checks.

  • This record shows what runs on the transaction type you have open.
  • All checks shows every check. Search, or filter by Purchasing, Sales, Inventory or Accounting, then by one type. The types each check runs on are highlighted.

To switch a check off or on, click its switch. Switched-off checks stay in the list, marked Off · turned off by you.

Adding your own check

Your own check means "flag this transaction when it's in this saved search". Build the saved search first, in NetSuite or in Search Studio.

To add a check:

  1. On the Checks page, click Add a check.
  2. Under 1 · Pick a saved search, choose a transaction saved search. If you don't have one, click Create one in Search Studio →.
  3. Under 2 · Runs on, the type you have open is already ticked. Click + Add another type for more, or turn on Any transaction.
  4. Wait for the test. It shows how many of your last 50 of each type the search would flag.
  5. Under 4 · How it shows, set the Name, what it says (optional) and the Severity: Attention or Note. The preview shows how the finding will look.
  6. Click Save check.

Tip: If the test says the search fires on all 50, the criteria are probably too broad. Narrow the saved search and pick it again.

Editing or deleting your check

Click ⋯ on your check, then Edit or Delete. Deleting a check doesn't touch its saved search.

Important: A deleted check can't be brought back. To get it back, add it again from the same saved search.