Using the Financial Exception Management Dashboard Portlet
Financial Exception Management (FEM) is currently a limited release feature that’s not available to all customers. Eligibility depends on data volume and model training readiness; accounts with a large amount or insufficient historical data may be restricted. If you can’t access FEM, contact your NetSuite Account Manager for guidance and next steps.
Additionally, FEM is a production‑only feature and can't be enabled in Sandbox Accounts because those environments typically lack the required historical transaction data (approximately 18 months) needed for model training and inference.
You can use the Financial Exception Management dashboard portlet to monitor financial exceptions at a glance on your NetSuite Home page. The portlet displays the top five exceptions, ordered by priority, and includes only exceptions that appear under the Low sensitivity setting. The portlet doesn't include a sensitivity slider and links directly to the Financial Exception Management list page for full review and actions.
To use the portlet, you must have the Financial Exception Management feature enabled, and you must have the Financial Exception Management permissions to access the list.
To add the portlet to your Home page:
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Click Personalize at the top of your Home page.
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On the Standard Content tab, click Financial Exception Management. This will add the Financial Exception Management portlet to your home page.
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You can drag the portlet to the location you'd like it to appear on the home page.