What’s new

Review recent changes to finding settings, managing bank activity, entering expenses, and working with AI assistants. Follow the linked Help articles for the complete steps and prerequisites.

Settings and integrations have moved

Open Menu and select Settings for Sales, Receivables, Purchasing, Products and services, Payables, Banking, Accounting, and People settings. These settings are no longer reached through each work area’s Settings page. QuickStart settings under Menu > Administration remains the destination for company setup, access, and approval policies.

Use Menu > Integrations & Apps for NetSuite Pay, MX, and ShipStation. Settings and Integrations & Apps are now in the main menu, not the user menu. Select Administration in the main menu to open its overview, then select the section you need there. MX manages bank connections; ShipStation manages the shipping integration account. Carrier records and shipping methods remain under Settings > Products and services > Shipping. The obsolete Payment consent settings page has been removed.

See Navigate QuickStart, Integrations & Apps, and Shipping.

Banking has a new activity overview and reorganized transaction pages

Menu > Banking > Deposits & transfers brings the Deposits and Transfers lists together as tabs. Expenses and Gateway also use tabs for their related lists. Cash management continues to contain reconciliation, bank import history, and reconciliation rules.

The Bank account activity chart shows imported money in, money out, and available reported balances for a connected bank or credit card account. These are external bank-feed values, not the balance of the linked general ledger account. See Banking.

Chart of accounts now groups accounts by category

Chart of accounts groups accounts into categories such as Assets, Liabilities, and Expenses. Expand or collapse a category or parent account to focus on the accounts you need. Searching exposes matching accounts even in previously collapsed groups. See Get started with chart of accounts.

Expense categories can now be created directly in transactions

On expense lines in vendor bills, purchase orders, and expenses, you can select Create new expense category without leaving the transaction. Enter the category’s name and expense account; the new category is then selected on the line. This requires permission to create expense categories.

See Create a vendor bill, Create a purchase order, and Create an expense.

AI assistants gain new record actions and Ask Oracle adds charts

Ask Oracle and supported MCP clients can copy eligible records using QuickStart’s copy rules and your existing permissions. Supported attachment fields, such as product images, can also be managed through the assistant. Review proposed changes before approving them.

Ask Oracle can open a requested page, report, or record and ask for clarification when the destination is ambiguous. Responses can also include charts based on the available data; the charts remain in the saved conversation.

See Ask a question in Ask Oracle and Connect an AI assistant to QuickStart.

Account management adds marketing preferences

In Account management, you can review and change the optional marketing and product-feedback consent separately from the email address used for product updates. See Change marketing and product-feedback consent.