NetSuite Bill Capture Preferences Changed in 2026.2: What Blank Values Now Mean

What Changed in Bill Capture Preferences in NetSuite 2026.2?

NetSuite Bill Capture uses two preferences that control how captured bill data is saved:

Save Tax As: controls what NetSuite does with tax amounts detected on a captured bill.

Save Shipping Cost As: controls what NetSuite does with shipping costs detected on a captured bill.

Before 2026.2, if either of these was left blank in your Bill Capture Preferences, the behavior was undefined or dependent on other settings.

From 2026.2:

• A blank Save Tax As now explicitly maps to No Tax
• A blank Save Shipping Cost As now explicitly maps to No Shipping Cost

This means bills captured with a blank setting will have their tax or shipping cost discarded rather than processed in an unspecified way.

Where Do You Check Your Bill Capture Preference Settings?

Go to Setup > Accounting > Bill Capture Preferences.

Review both the Save Tax As and Save Shipping Cost As fields. If either is currently blank and you expected captured tax or shipping amounts to flow through to the bill, you need to set them explicitly now.

What Are the New Gross and Net Options in Bill Capture?

2026.2 also adds new gross and net options to Bill Capture. These give you more control over whether captured amounts are treated as inclusive or exclusive of tax when the bill is saved. Review these options in the same Bill Capture Preferences page alongside the tax and shipping fields.

Who Needs to Review Bill Capture Preferences After 2026.2?

If your account uses Bill Capture and either Save Tax As or Save Shipping Cost As is blank, the 2026.2 change affects you. Bills captured after the upgrade will have those amounts treated as No Tax or No Shipping Cost respectively.

Check the settings now and set them to the correct explicit option if you want captured tax or shipping data to flow through to your bills.

For a step-by-step guide to reviewing and updating these settings, see How to Review Your NetSuite Bill Capture Preferences After the 2026.2 Update.

What Do Gross and Net Options Mean for Captured Amounts?

Along with the blank value change, NetSuite 2026.2 adds new gross and net options to Bill Capture Preferences.

Gross amounts include tax as part of the total. If a captured bill shows a line amount that already includes tax, treating it as gross means NetSuite backs the tax out of that total rather than adding tax on top.

Net amounts exclude tax. If a captured bill shows line amounts as pre-tax figures, treating them as net means NetSuite applies the appropriate tax rate on top of the captured amount.

The correct choice depends on how your vendors present amounts on their bills and how your tax setup is configured. Bills from vendors in jurisdictions that quote prices inclusive of tax typically map to a gross treatment. Bills quoting pre-tax amounts map to net. Review these options in Bill Capture Preferences alongside the blank value changes.

Frequently asked questions

Q: Does the blank value change affect bills that were already captured before the 2026.2 upgrade? A: No. Bills already captured and saved before the upgrade are not retroactively affected. The behavior change applies to bills captured after the account is on 2026.2.

Q: What is Bill Capture in NetSuite? A: Bill Capture is a NetSuite feature that uses OCR and AI extraction to read vendor bill documents and populate NetSuite vendor bill records automatically, reducing manual data entry.

Q: If Save Tax As was blank before 2026.2, what was happening to captured tax amounts? A: The behavior was undefined before 2026.2, meaning results could vary. From 2026.2, the behavior is explicit: a blank value equals No Tax.

Q: Does this preference apply per subsidiary in a OneWorld account? A: Check the Bill Capture Preferences screen in your account for any subsidiary-specific options. OneWorld accounts may have configuration available at the subsidiary level.

Q: How do I know whether to use gross or net for captured amounts? A: It depends on how your vendors quote amounts on their invoices. If line amounts on captured bills already include tax, use gross. If they are pre-tax base amounts, use net. When in doubt, consult your tax advisor for the correct treatment in your jurisdiction.

Q: Will this change affect the automatic matching between captured bills and purchase orders? A: The matching logic in Bill Capture is separate from how tax and shipping amounts are saved. Tax and shipping preference changes affect how those amounts flow to the bill record, not whether the bill matches a purchase order.

If you need help reviewing your Bill Capture configuration or other account settings after 2026.2, SuitePacific's post-go-live support covers release review and ongoing account maintenance.