How to Review Your NetSuite Bill Capture Preferences After the 2026.2 Update
What changed in 2026.2
Two fields in Bill Capture Preferences now have explicit behavior when left blank:
- Save Tax As blank → maps to No Tax
- Save Shipping Cost As blank → maps to No Shipping Cost
Before 2026.2, leaving these fields blank produced undefined behavior. After the upgrade, blank means the amount is discarded. If your account has either field blank and you expected captured tax or shipping amounts to flow through to saved bills, you need to set them explicitly.
Step 1 — Go to Bill Capture Preferences
Navigate to Setup > Accounting > Bill Capture Preferences.
Step 2 — Check the Save Tax As field
Find the Save Tax As field. If it is blank, captured tax amounts will now be treated as No Tax when bills are saved. Set this field to the tax code or tax treatment your account uses for captured vendor bills if you want tax amounts to be preserved.
Step 3 — Check the Save Shipping Cost As field
Find the Save Shipping Cost As field. If it is blank, captured shipping costs will now be treated as No Shipping Cost when bills are saved. Set this field to the correct cost account or item if you want shipping amounts to carry through to saved bills.
Step 4 — Review the new gross and net options
2026.2 also adds gross and net options on the Bill Capture Preferences page. These control whether captured amounts are treated as tax-inclusive (gross) or tax-exclusive (net) when the bill is saved.
Review these options and confirm they match how your vendors present amounts on their bills. If your vendors show tax-inclusive totals, set the preference to gross. If they show amounts before tax, use net.
Step 5 — Save and test with a captured bill
After updating your preferences, save the changes and run a test capture on a vendor bill that includes both tax and shipping amounts. Confirm the saved bill reflects the tax and shipping correctly before processing live bills.
Who needs to do this
Any NetSuite administrator responsible for Bill Capture whose account:
- Has Save Tax As left blank in Bill Capture Preferences
- Has Save Shipping Cost As left blank in Bill Capture Preferences
- Processes vendor bills with tax or shipping amounts via Bill Capture
If both fields were already set explicitly before 2026.2, the change does not affect your account and no action is needed.
For background on this change and why it was made, see NetSuite Bill Capture Preferences Changed in 2026.2: What Blank Values Now Mean.
Related Resources
How to Use Advanced Record Customization (ARC) in NetSuite
Advanced Record Customization (ARC) is a new area in NetSuite 2026.2 under Customization where you can manage AI descriptions for standard and custom record types. Here is how to access it and what you can do.
How to Use the Match Suggestions Tab in NetSuite Bank Reconciliation
NetSuite 2026.2 replaced the Review subtab on the Match Bank Data page with a new Match Suggestions subtab. Here is how to navigate to it, what the five suggested actions mean, and what else changed on the page.
Need help applying this in your account?
We work with post-go-live NetSuite accounts every day. Book a free call and tell us what you're working on.