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Version History
Downloads and Documentation
Version: 1.3 (Aug 2026 Update)
Date: 7 August · 12 August · 26 August 2026
About this Release
This release delivers a set of enhancements, bug fixes, and UX improvements across three deployments in August, building on the Custom Segments and performance improvements introduced in v1.2.
What Has Changed in This Release
Enhancements
Support for reporting on child-level dimension filters
Account names in pre-built reports now use a live formula — always reflects the latest NetSuite values
Filters repositioned for improved usability
Error handling improvements for custom roles with missing permissions
Bug Fixes
Internal error related to Subsidiary data
"As of Period" input incorrectly parsing year/month format
Custom segment filter not resetting on Reset button click
CTA showing incorrect values at subsidiary level
CTA balance incorrect in Balance Sheet
Balance Sheet not reflecting correctly for custom fiscal calendar
Report not refreshing after filter change
Report not refreshing for custom fiscal calendar
Account names not updating until cache cleared
Unable to update Sandbox connection
Drill-down generating incorrect URL for certain record types
Custom segment lookup returning segments with GL Impact off
NS accounts list not matching based on year and filter selection
Enhancements
Child-Level Dimension Filters
You can now filter reports by child-level dimensions — selecting a parent department, class, or location will include all associated child-level values in the report results, giving you a more complete and accurate view without manually listing each child dimension.
Account Names — Always Up to Date
Account names in pre-built reports are now powered by a live formula, ensuring they always reflect the latest values from NetSuite. Previously, account names were stored as static values and would not update until the cache was cleared.
Filters Repositioned
Filters have been repositioned for a more intuitive layout.
Error Handling Improvements
Error messages for users with custom NetSuite roles missing certain permissions are now specific and actionable, making it easier to identify and resolve issues without contacting support.
Fixed Issues
Internal error related to Subsidiary: An internal error was causing issues for certain accounts related to subsidiary data. Fixed.
"As of Period" input parsing: The "As of Period" input was incorrectly parsing the year/month format, defaulting the load date to an incorrect value. Fixed.
Custom segment filter reset: The custom segment filter was not resetting to its original state when clicking the Reset button. Fixed.
CTA incorrect values at subsidiary level: CTA was displaying very large, incorrect numbers at the subsidiary level. Fixed.
CTA balance incorrect in Balance Sheet: CTA balance was not calculating correctly within the Balance Sheet. Fixed.
Balance Sheet for custom fiscal calendar: Balance Sheet was not reflecting correctly for accounts with a custom fiscal calendar. Fixed.
Report not refreshing after filter change: Reports were not refreshing properly after a filter was changed. Fixed.
Report not refreshing for custom fiscal calendar: Fixed.
Account names not updating until cache cleared: FRE was not reflecting updated NetSuite account names until the cache was manually cleared. Fixed.
Unable to update Sandbox connection: Fixed.
Drill-down incorrect URL: Drill-down was generating incorrect URLs for certain record types. Fixed.
Custom segment GL Impact: Custom segment lookup was returning segments with GL Impact turned off. Fixed.
NetSuite accounts list matching: The accounts list was not matching correctly based on the selected year and filter. Fixed.
Version: 1.2 (Aug 2026 Update)
Date: 5th August 2026
About this Release
This release delivers significant performance improvements for Transactions, Retained Earnings (RE), and CTA formulas — completing the full formula performance improvement cycle started in July. It also introduces Custom Segments support and Custom Period support, alongside a set of bug fixes and UX improvements.
⚠️ Action Required after update
After updating to the latest version of ExtendInsights:
Close all Excel windows.
Reopen Excel.
Open your workbook.
This ensures Excel loads the latest version of the add-in.
If formulas continue to show #VALUE! or #N/A after reopening, please follow these steps:
Clear the cache from the add-in
Log out of the add-in
Uninstall the add-in from the Microsoft Store / Office Add-ins
Quit Excel completely
Reopen the worksheet, reinstall the add-in from the Store, and refresh the sheet
➡️ For further guidance, refer to:
What Has Changed in This Release
Enhancements
Custom Segments support
Custom Period Support (Note: Not yet supported for OneWorld accounts with the Multiple Calendars feature enabled)
Performance
Transactions
Retained Earnings (RE)
CTA
Bug Fixes
Setting up Things — continuous loading screen resolved
New user connection not showing on connections page
Inappropriate error messages for custom roles with missing permissions
Balance Sheet output not fully matching NetSuite
Session Expired message handling
Enhancements
Custom Segments Support
ExtendInsights Financial Reporting now supports Custom Segments as filters within XAVI formulas. You can now filter report data by custom NetSuite segments (e.g. Brand, Product Line, Region) directly from the add-in.
Prerequisites
Before using Custom Segments in ExtendInsights Financial Reporting, your NetSuite user account must have the appropriate permissions.
NetSuite Administrators
To enable Custom Segments for a user, grant the following permissions to their NetSuite role:
Permission | Purpose |
Custom Segments | Allows the role to access the Custom Segments feature. |
Individual Custom Segment Permissions | Grant access to each specific Custom Segment (for example, Brand, Region, or Product Line) that users need to filter by. |
Read!
Each Custom Segment requires its own permission.
Granting access to the Custom Segments feature alone does not automatically provide access to every custom segment.
Permission > Setup > Custom Segment
Permission > Setup > Individual Custom Segment (Look for custom segment name)
➡️ For Full NetSuite Permission Prerequisites: Admin: Configure NetSuite for ExtendInsights Financial Reporting(XAVI)
Custom Period Support
ExtendInsights now recognizes custom accounting period names configured in NetSuite.
For example, if your organization renamed:
Jan 2025
to
April 25
the same name now appears throughout ExtendInsights reports.
Current limitation
This feature is not yet supported for NetSuite OneWorld accounts with the Multiple Calendars feature enabled (accounts where different subsidiaries operate on different fiscal calendars with custom period names).
Support for this will be included in a future release.
Performance Improvements
Transactions, RE, and CTA Formula Performance
This release completes the performance improvements introduced throughout July.
The following formulas now calculate approximately 50% faster:
Transactions
Retained Earnings (RE)
CTA
Together with the July releases, nearly every major XAVI formula has now been optimized for significantly faster report generation.
Bug Fixes
Setting up Things loading screen: Users with valid licenses were, in some cases, seeing a continuous loading screen on app open. This is now fixed.
New user connection not showing: After a new user connected to NetSuite, the connection was not appearing on the connections page. This is resolved.
Inappropriate error messages for custom roles: Users with custom NetSuite roles missing certain permissions were seeing generic error messages. Errors are now specific and actionable.
Balance Sheet output not fully matching NetSuite: Certain balance sheet calculations were producing results that did not fully match the NetSuite output. This has been corrected.
Session Expired message: The session expiry message was not appearing correctly in some cases. This is now handled properly.
Version 1.1 (Jul 2026 Update)
Date: 1 July · 9 July · 15 July · 28 July 2026
About this Release
The July release cycle delivered the most significant set of improvements since launch — focused on performance, bug fixes, and key enhancements. Four deployments went live across July, all included in this combined update.
⚠️ Important — Period input change (effective July 15): Posting period internal IDs are now deprecated. Formulas now accept period names directly.
Supported formats: Jan 2025 · January 2025 · Jan_2025
What Has Changed in This Release
Performance
PL Type balance
CFO Flash report
All XAVI formula performance improvements
Enhancements
NetSuite accounts list matching based on year and filter selection
Remove debit/credit columns from balance report (aligned with NetSuite format)
Wildcard account query performance — BALANCE & Budget (reduces #BUSY! states)
Period name support in formula parameters
Bug Fixes
Accounting Book filter not populated in FRE
Budget Report value reset after changing Budget Category filter
Manual Preload formula resolution
Drill-down period format (full month names and abbreviations)
Connection reset on logout
NetSuite rate limit error
Refresh notification timing
Subsidiary filter not distinguishing HH Inc. vs HH Inc. (Consolidated)
Continuous loading screen for users without FRE license
Sample report missing currency values
UI observations for FRE standalone app
Performance
Formula Performance Improvements — July 9 & July 15
The July releases delivered significant performance improvements across FRE formulas. Below is a summary of improvements measured across key formulas:
Key highlights:
Balance (BS), Balance (P&L), Balance Currency — up to ~99% improvement
CFO Report — ~71% improvement
Income Statement — ~85% improvement
Enhancements
NetSuite Accounts List Matching by Year and Filter Selection
The account list in reports now dynamically matches based on the selected year and filter, ensuring only relevant accounts are shown for the reporting period selected.
Remove Debit/Credit Columns from Balance Report
The balance report now aligns with NetSuite's native format by removing the separate debit and credit columns, presenting a cleaner, more familiar output.
Wildcard Account Query Performance
BALANCE and Budget formulas using wildcard account queries (e.g. 4*) now resolve significantly faster, reducing #BUSY! states in Excel.
Period Name Support in Formula Parameters
XAVI formulas now accept period names directly (e.g. Jan 2025, January 2025, Jan_2025) instead of requiring internal period IDs. Internal period IDs are now deprecated.
Fixed Issues
Accounting Book filter: The filter was not being populated when generating NetSuite reports. This is now fixed.
Budget Report value reset: Values were resetting after changing the Budget Category filter. This is now fixed.
Manual Preload formula resolution: Manual Preload under Performance Tools was not resolving all formula values. This is now fixed.
Drill-down period format: Drill-down was not working when the period was entered as a full month name (e.g. "January"). Now supports both full names and abbreviations.
Connection reset on logout: Active connection was resetting to a previously selected connection after logout. This is now fixed.
NetSuite rate limit error: "NetSuite request limit exceeded" errors are now handled, reducing user-facing errors on large reports.
Refresh notification timing: The refresh notification was appearing before values were fully refreshed in the sheet. This is now fixed.
Subsidiary filter — HH Inc. vs HH Inc. (Consolidated): The filter was not distinguishing between the two. This is now fixed.
Continuous loading screen for unlicensed users: Users without an FRE license were seeing a continuous "Setting up things..." screen. This is now fixed.
Sample report — missing currency values and filters: Currency values were missing, and filters were not working on sample reports. This is now fixed.
UI observations — FRE standalone app: A set of UI fixes applied to the FRE add-in.
Version: 1.0 (Jun 2026 Update)
About this Release
Microsoft AppSource Availability
ExtendInsights Financial Reporting is now publicly available through Microsoft AppSource, making installation and deployment easier for both administrators and end users.
What's New
Pull account balances for any period using a simple formula:
=XAVI.BALANCE("4220", "Jan 2025", "Jan 2025")Pre-built reports: CFO Flash Report, Income Statement, Budget Report
Drill down to NetSuite transactions from any balance
Filter by subsidiary, department, class, and location
Financial Reporting Engine includes the following XAVI formulas:
BALANCEBALANCECURRENCYBUDGETTYPEBALANCENAMETYPEPARENTRETAINEDEARNINGSNETINCOMECTA
⚠️ Known Limitations
Initial Report Load Time
The first time you open one of the pre-built reports, it may take 2–3 minutes to load.
This delay only affects the initial load.
A performance improvement is currently in development and is planned for an upcoming release.
Custom Segments
Custom Segments are not currently supported.
Support for Custom Segments is planned for a future release.