Is there a way to change all policies at once?

Kam
Kam Expensify Customer Posts: 6 Expensify Newcomer
in Best Practices

FYI, we are integrated with the NetSuite accounting package.

Is it possible to update all policies in one-shot? For example, if I wanted to add one GL code to all policies without manually updating each policy separately?

Thanks in advance!

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Best Answer

  • Karisa Latta
    Karisa Latta Expensify Success Coach - Admin, Expensify Team Posts: 147 Expensify Team
    edited March 2020 Answer ✓

    Hey @Kam

    Since you are connected to NetSuite, just go to Settings > Policies > [Policy Name] > Connections > NetSuite and click Sync Now. Unfortunately, there is no bulk way to do this for all policies at the same time manually.

    However, our NetSuite integration has a neat Auto-Sync feature that will sync your policies automatically once per day. If you're not in a rush, check back tomorrow and your new options should have synced over from NetSuite via Auto-Sync! Check out Auto-Sync here. It's actually way more dynamic than just syncing settings.

    I hope this helps! Please let me know if you have more questions.

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