NetSuite is an incredibly powerful platform, but even experienced users can waste valuable time digging through menus, records, or reports. With the right shortcuts, you can work smarter, not harder in your ERP environment.
In this video, our NetSuite consultant shares time-saving tips, search hacks, and keyboard shortcuts designed to make your day-to-day experience more efficient and enjoyable.
Whether you’re an accountant, administrator, or sales manager, these tricks will help you move through your instance faster, find data in seconds, and keep your focus on what matters most, analyzing results, not hunting for them.
Talk to an expert about NetSuite Tips and Tricks 2026
Video Transcript
NetSuite is a complex software, but that doesn’t mean users can’t effortlessly navigate through the different actions. And when time is of the essence, it’s crucial to feel comfortable enough to find data and reports at a moment's notice. Here are a few tips and tricks for the global search bar, enabling you to grab that information before asked:
Alt+g
Brings cursor to global search bar
Adding a wildcard (%) to your keyword gives you a bit of wiggle room when you don’t know what you are looking for.
OR
Use OR as a separator in keywords to how records containing any of the keywords
+
Append a (+) to your keywords to include inactive records in global search
^
To search a specific record type, add a caret (^) or a colon (:) after a prefix for that record type
“”
Enclose a keyword search string in quotation marks (“ ”) or end it with a backslash (\) to yield only exact character match result
: :
Add an extra colon (:) after the (prefix)+(:) combo to open the search in a new browser tab
Page
When you don’t know how to navigate to a particular page, type Page: and add keywords
Instead of typing out full words, here are common prefixes to get your records faster:
Cam → Campaign
Cash → Cash Sale
Con → Contact
Cust → Customer
Emp → Employee
Est → Estimate
Ev → Event
Exp → Expense Report
Fi → File
Invo → Invoice
Iss → Issue
It → Item
And to get on top of past, current, and future dates, a couple shortcuts:
T → Input the current date
Y → to input yesterday's date
Shift+T → to enter tomorrow's date
L → to input into the end of the previous period
P → to input the end of the current period
M → to input the last day of the month
Benefits of Mastering NetSuite Shortcuts
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Save time on daily tasks by learning keyboard and search shortcuts.
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Improve reporting speed with faster data lookups and fewer clicks.
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Reduce errors by avoiding unnecessary manual navigation.Empower users at all levels to
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become more confident and self-sufficient.
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Boost productivity across your finance, operations, and admin teams.
NetSuite Tips & Tricks FAQs
Q: Are these shortcuts available in all NetSuite accounts?
A: Yes. These tips work across all NetSuite accounts, regardless of your industry or edition, Starter, Mid-Market, or Enterprise.
Q: Do I need special permissions to use these tricks?
A: Most shortcuts and search commands can be used by any role with access to the global search bar or standard NetSuite pages.
Q: v
A: You can explore our NetSuite Training and Support resources at GURUS Solutions for tailored learning and continuous optimization guidance.
Q: Can these tricks be customized for my team?
A: Yes. GURUS Solutions offers custom NetSuite training sessions designed around your instance, user roles, and workflows.