Exporting to the next open period in NetSuite

BrigidBrigid Posts: 19 Expensify Success Coach
edited November 2018 in Product Updates

Expensify's NetSuite integration now allows you to indicate whether or not you'd like to export your reports to the next open period in NetSuite if the report's period is already closed! When this feature is toggled on, if a report fails to export to the accounting period it's currently enabled for, we will create the report in the earliest next open accounting period instead.

To access your policy's configuration settings and start using this feature, navigate to Settings > Policies > [Policy Name] > Connections > NetSuite and click Configure. This feature can be toggled on or off from the Advanced tab.


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