Customizable Transaction Insights
Community idea submitted by SuiteHUD Enterprise Member on 2026-10-21 · 0 votes
The Problem
The insight module of SuiteHUD provides some nice functionality for transaction review, but it feels rigid and not useful accross different transaction types. We want to tell the system what we are looking for in a transaction so that we can see at quick glance why we would take a particular action like approving or rejecting an item.
Proposed Solution
If SuiteHUD could build a system that allows us to customize the insights module based on transaction type then we would be able to speed up our review process. Things like a PO not being created for bills over 1000, or finding where a sales order is missina a value to drop in a validation. These are possibly unique between industries so we want to manage the customization.
How it was accomplished
One of our biggest releases to date! We have completely revamped the Insights module. Every competitor is trying to push AI to give you accurate analysis of transactions and provide recommendations for action... We are taking an alternative approach. We believe in standard checks that are done accross industries that can be calculated and measured with the data that already exists. Now with the insights module you can see why a transaction is being flagged to your attention and take action from there. Pick and choose which checks should go on any given transaction AND create your own! You want to know when that transaction is over 1000 without a PO attached? Great! Create or find a saved search that already captures this and use that to check against all transactions as you're viewing them. This brings you quick and calculated reviews that you control. If you further want AI to summarize that is an option and it will only be fed the real data, not try to imagine what COULD be wrong with a transaction.