Transaction Insight

Plans: Pro

Transaction Insight shows how the transaction you're on compares with this customer's or vendor's usual activity. It answers questions like "Is this bill bigger than normal?" and "Have we had a lot of these this week?" without running a saved search.

Opening it

  1. Open a saved transaction that has a customer or vendor, such as an invoice, a vendor bill or a sales order.
  2. On the SuiteHUD bar, click More, then Insight (under Inspect). If you use the collapsed HUD, click the Insight tile.

To close the panel, click × or open Insight again.

What you see

  • A summary of this entity's transactions of the same type over the last 12 months, with the count, total, average, largest and smallest amounts.
  • Two cards: Amount Anomaly, which compares this transaction's amount with the average, and Frequency, which compares this week's count with a normal week.
  • Recent Transactions: the latest transactions of any type with this customer or vendor.

Click almost any number to see the transactions behind it.

Setting a hotkey

Insight has no hotkey to start with. Click Set a hotkey next to the panel's title to open your browser's shortcut settings, then choose a key for "Toggle Transaction Insight for this record". The same key opens and closes the panel.

Good to know

  • Transaction Insight needs a SuiteHUD Pro plan.
  • It works on transactions only, and not on journal entries (including intercompany and statistical journals). On other pages it's greyed out.
  • Opening Insight closes Field Map, Shortcuts, Reporting Packages, Settings or Live View if one is open.

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