Account Setup and Maintenance

This release note was updated March 9, 2026.

NetSuite 2026.1 includes the following enhancements to account setup and maintenance features:

Removal of Sandbox Refresh Limits

As of March 6, 2026 NetSuite sandbox refreshes have changed from previous limits to be unlimited.

A refresh of a sandbox account copies a snapshot of all configurations, data, user passwords, and customizations from a source account to the target sandbox account. You can request a sandbox refresh in the NetSuite application at Setup > Company > Company Management > Sandbox Accounts.

For more information, see Requesting a Refresh and Refresh Summary.

NetSuite 360 Redesign Now Available Globally

NetSuite 360's redesigned interface is now available globally, including two new dashboards and updated payment methods for U.S. accounts.

For accounts outside of the U.S., NetSuite 360 introduces two specialized dashboards:

  • The NetSuite 360 Dashboard, which enables you to:

    • Review and manage NetSuite cases, enhancements, and issues

    • Update your support dashboard

    • Access the Action Items and Notifications portlet

      This portlet enables you to view product change notifications sent to your account's primary contact, as well as other notifications that may require action from you.

      Note:

      If you or the main email address associated with your account have opted out of product notifications from NetSuite, some notifications may not appear in the Action Items and Notifications portlet.

    • Set account preferences

    • Access SuiteIdeas

    • Manage your NetSuite email subscriptions

    • Add authorized support contacts

    • View details about your Advanced Customer Service or Learning Cloud Support subscriptions

  • The Financial Dashboard, which enables you to:

    • View and pay NetSuite invoices

    • Manage payment methods

    • Update your billing and shipping address and your primary contact

    • Download financial documents

    • Contact the NetSuite Collections team

For U.S.-based accounts, NetSuite 360 now supports domestic ACH payments and credit card payments in currencies other than USD.

For more information about NetSuite 360, see NetSuite 360.

Parent Record Filtering for Address Subrecords

Address-related subrecords (such as address and addressbook) are now filtered automatically for only those addresses linked to the specific parent record you're viewing (for example, a particular customer, a vendor, or an employee).

NetSuite shows only the relevant addresses that are associated with the main record, improving data accuracy and privacy while preventing over-fetching of unrelated addresses. This change also helps standardize how address data appears in your integrations (for example, SuiteQL queries, SuiteScript 2.0 and SuiteScript 2.1, or REST).

You may notice that result sets for address subrecords are smaller and more precise. If you have integrations that previously relied on unfiltered address results, you may need to review and adjust your logic, especially if this logic assumed cross-entity visibility.

No changes have been made to schemas, permissions, or roles as part of this update.

Enhancements to the Intercompany Elimination Feature

NetSuite 2026.1 includes the following enhancements to the Intercompany Elimination feature:

View Source Transactions for All Balance Sheet Elimination Journal Entries

When you run intercompany elimination, you can now view source transactions on elimination journal entries for all account types, including Accounts Payable, Accounts Receivable, and Other Assets and Liability. Source transactions link elimination journal entries back to the original intercompany transactions and help you understand why elimination was needed.

For more information, see Summarized Intercompany Elimination Journal Entries.

New Intercompany Elimination Dataset in SuiteAnalytics Workbook

A new Intercompany Elimination dataset is now available in SuiteAnalytics Workbook. This dataset provides detailed visibility into all intercompany elimination journal entries. In the new dataset, you can filter elimination journal lines by period. You can also see details about the associated source transactions such as transaction amount and currency, base currency amount and base currency, and consolidated exchange rate.

For more information, see Intercompany Elimination Dataset in SuiteAnalytics.

Unlink Intercompany Cross Charge Journals

You can now unlink intercompany cross charge journals that have been cleared by other cross charge journals in an open accounting period. Previously, when one cross charge journal was cleared (paid) by another, you couldn't reverse or delete the transactions yourself, and help from NetSuite Customer Support was required.

Now, if a cross charge journal credit was applied to a debit in an open accounting period, you can unlink the journals by clicking the Unlink Cross Charge Self Payments button in the Actions menu on the Cross Charge Workbench. When you unlink the journals, you remove the cross charge relationship and restore each transaction to its original state, which lets you delete and regenerate cross charge journals as needed.

For more information, see Resolving the Issue When You can't Delete Cross Charge Journals.

Updates to Prompt Studio

The following updates were made to Prompt Studio:

New Intelligent Recommendations Subtab in AI Preferences

A new subtab, Intelligent Recommendations, was added to AI Preferences. Intelligent Item Recommendations use artificial intelligence algorithms to calculate and display items your company's customers might want to buy.

If you're a user with the Administrator role, you can use this subtab to manage your company's Intelligent Item Recommendations settings. The following company settings are available for Intelligent Item Recommendations:

  • Show Intelligent Recommendations Button for Item Recommendations - This setting lets you enable or disable Intelligent Item Recommendations for an account. Disabling this setting removes the Intelligent Recommendations buttons from sales orders, estimates, and opportunity records. It doesn't affect your use of intelligent recommendations on web sites.

  • Show Optional Columns - This setting lets you customize which columns are displayed in the Intelligent Recommendations popup window on sales orders, estimates, and opportunity records. Optional columns include Display Name, Unit Price, and Quantity Available. Selected columns are displayed in your NetSuite account and the Customer Center.

For more information, see Manage Intelligent Item Recommendations Preferences and Intelligent Recommendations.

New Narrative Insights Subtab in AI Preferences

A new subtab, Narrative Insights, was added to AI Preferences. Narrative Insights use generative AI to provide a concise overview of select reports and records for business users, emphasizing the most relevant information and making it easier to quickly understand key details.

If you're a user with the Administrator role, you can use this subtab to manage your company's Narrative Insights settings. The following company settings are available for Narrative Insights:

  • Enable Narrative Insights - This setting lets you enable or disable Narrative Insights. Narrative Insights is enabled by default.

  • Enable Narrative Insights for External Roles - This setting lets you control whether users with external roles, such as Vendor Center or Shopper, can use Narrative Insights. To enhance security, this setting is disabled by default. Only users with internal roles can use Narrative Insights unless you enable this setting. When you enable this setting, users with external roles can use Narrative Insights.

  • Use OCI Credentials for Narrative Insights - This optional setting lets you control whether Narrative Insights should use OCI credentials for paid, unlimited usage through your company's Oracle Cloud account. By default, this setting is disabled and Narrative Insights uses the free monthly usage pool provided by NetSuite.

For more information, see Managing Narrative Insights Preferences, Viewing Narrative Insights Usage Limits and Usage, and Narrative Insights Overview.

User License Information

NetSuite provides comprehensive guidance to help you understand and manage user licenses. You can review descriptions of license types, information explaining how licenses are counted, special guidance for SuiteCloud Plus and Concurrent Web Services User settings, and best practices to manage license usage. For more information, see User Licenses.

General Notices