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Version History
Downloads and Documentation
Version: 1.5 (Sep 2026 Update)
Date: 5 September 2026
About this Release
This release delivers two significant new capabilities — the ability to filter reports using standard and custom NetSuite fields, and the ability to download a snapshot of your report as values only — alongside UX improvements, graceful error handling, and a set of bug fixes across reporting, fiscal calendar support, and data accuracy.
⚠️ Important — Troubleshooting Formula Errors After This Update
This release introduces new filter capabilities that may affect existing formula parameters. If your formulas show #N/A, #VALUE!, or similar errors after updating:
Reload the add-in and restart Excel
If the issue persists, uninstall and reinstall the add-in from the Microsoft Store / Office Add-ins
➡️ For step-by-step guidance, refer to:
What Has Changed in This Release
Enhancements
Filter reports using standard and custom NetSuite fields
Download Snapshot — download the current sheet or entire workbook as values only, with no formula references
Child-level dimension filter support
Account names in pre-built reports now use a live formula — always reflects the latest NetSuite values
Graceful error handling for formula validation and HTTP errors
Loading and refresh status indicators added
Label update: "Filters" renamed to "Dimension Filters" in the task pane
Release Version indicator displayed in the Hamburger menu with hyperlink to release notes
Bug Fixes
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
Cache conflict when multiple add-in versions are installed
Refresh All failing for Income Statement sheets with more than 12 periods
Enhancements
Filter by Standard and Custom Fields
ExtendInsights Financial Reporting now supports filtering formulas using standard and custom NetSuite fields. When you select the designated Fields cell in a report, the Fields panel opens in the add-in. It dynamically loads the fields available to your connected NetSuite account and user role.
Fields are grouped into Standard Fields and Custom Fields. You can search, select, and configure a filter using a control appropriate for the field type — dropdown, date picker, text box, or checkbox. Once applied, the affected formulas refresh and recalculate the report using your selected field filters. Multiple field filters are evaluated using AND logic; multiple values within a single field are evaluated using OR.
Note: Not all NetSuite fields are supported as filters. Fields that are not queryable via NetSuite's query engine will not appear in the Fields panel, including custom entity fields
➡️ Full Article: Filtering by Standard and Custom NetSuite Fields in ExtendInsights Financial Reporting
Download Snapshot
You can now download a snapshot of your report — the current sheet or the entire workbook — as values only, with no formula references. This makes it easy to share reports with colleagues or stakeholders who do not have an ExtendInsights license, without exposing any formula logic.
To use: click Download Snapshot from the menu. Hover over the option to see a tooltip describing what it does.
➡️ Full Article: Download Snapshot: Export Reports as Values-Only Workbooks
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.
➡️ Read more: Parent and Child Hierarchy Behavior
Account Names — Always Up to Date
Account names in pre-built reports are now powered by a live formula across all supported report types — Income Statement, Budget Report, Balance Sheet, Type Balance drilldown, and GL Accounts — 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.
Graceful Error Handling for XAVI Formulas
Formulas now surface clearer, more descriptive error messages when a formula cannot resolve — for example, when an account number does not exist or when an HTTP error occurs. Instead of a generic error, the formula cell now displays a meaningful message to help you identify and resolve the issue quickly.
➡️ Read more: Troubleshooting: XAVI Formula Returns N/A
Loading and Refresh Status Indicators
The report sheet now shows real-time loading and refresh status indicators, making it easier to know when data is being fetched or updated — and when the report is ready to use.
"Dimension Filters" Label Update
The "Filters" label in the task pane has been updated to "Dimension Filters" to more accurately reflect that these filters apply to NetSuite dimensions — as distinct from the new standard and custom field filters.
Fixed Issues
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: Reports were not refreshing for accounts using a 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: Users were unable to update their Sandbox connection in certain scenarios. Fixed.
Drill-down incorrect URL: Drill-down was generating incorrect URLs for certain record types, preventing navigation to the correct NetSuite record. Fixed.
Custom segment GL Impact: Custom segment lookup was returning segments with GL Impact turned off, causing incorrect data to appear in reports. Fixed.
NS accounts list matching: The accounts list was not matching correctly based on the selected year and filter. Fixed.
Cache conflict when multiple add-in versions are installed: Users with access to multiple add-in environments were unable to download reports due to a cache conflict. Fixed.
Version: 1.4 (Aug 2026 Update)
Date: 12 August 2026
About this Release
This release delivers a set of bug fixes based on customer-reported issues, covering data formatting accuracy, formula logic, and filter behavior
What Has Changed in This Release
Bug Fixes
Account numbers with trailing zeroes not preserved
Date format displaying as numbers in Balance Sheet
Retained Earnings formula picking up incorrect account types
Custom segment filter not resetting on Reset button click
"As of Period" input incorrectly parsing year/month format
Fixed Issues
Account number trailing zeroes: Account numbers with trailing zeroes were being stripped during download, causing mismatches with NetSuite values. Now preserved correctly across reports and drilldown. Fixed
Date format in Balance Sheet: Dates in the Balance Sheet were displaying as raw numbers instead of formatted dates. Now correctly shown in date format. Fixed
Retained Earnings logic: RETAINEDEARNINGS and CTA formulas were including accounts beyond the RetEarnings account type. Logic is now correctly scoped to RetEarnings accounts only. Fixed
Custom segment filter reset: The Reset button was not clearing the selected filter value for custom segments. Now resets to its original state correctly. Fixed
"As of Period" date parsing: Entering a period in YYYY-MM format was always defaulting to a date regardless of the month or year entered. Now correctly loads data for the specified period. Fixed
Version: 1.3 (Aug 2026 Update)
Date: 7 August 2026
About this Release
This release delivers a targeted fix for a critical error affecting OneWorld NetSuite accounts without Multiple Currencies enabled, which was preventing affected users from running reports.
What Has Changed in This Release
Bug Fixes
The error on OneWorld accounts without Multiple Currencies enabled
Fixed Issues
Error on OneWorld Accounts (No Multiple Currencies): Users on OneWorld NetSuite accounts without the Multiple Currencies feature enabled were encountering an error when running reports: "Record 'consolidatedexchangerate' was not found." 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.