Generating Insights on Journal Entries
With Narrative Insights, you can use generative AI to summarize your journal entries. It helps you quickly assess account logic, documentation, status, and financial reporting impact. The insight provides a summary of account pairings, debits and credits, missing documentation or unusual activity, and other important transaction details. It reflects only the data shown in your journal entry.
For more information, see Narrative Insights Overview.
The Enable Narrative Insights preference on the AI Preferences page controls whether you can generate insights. This preference is enabled by default. For more information, see Managing Narrative Insights Preferences.
To generate an insight on a journal entry:
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Go to Transactions > Financial > Make Journal Entries > List (Administrator).
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Click View next to a journal entry to view the individual record.
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Click the Generate Insight button.
The Narrative Insights dialog is displayed. You can generate the insight again at any time by clicking the Generate Insight button.
Insights may differ each time they're generated, even when you're viewing the same data.
The content in the Narrative Insights dialog is generated using AI. The information provided may not be completely free of errors or fully accurate. You should verify the summary by reviewing the underlying reports and records. For questions about security, access permissions, or related topics, contact NetSuite Customer Support. Oracle NetSuite does not assume responsibility or liability for the use or interpretation of content in the summary.