Exporting to the next open period in NetSuite

Brigid

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.

Daveweez

Can you do for Xero as well?

Brigid

Hi Daveweez! Exporting to Xero works a bit differently. There's no toggle available but, by default, if a report's period is closed we'll always automatically post exported reports to the next available period

Let me know if you have any more questions about this!

paigengo

Hi Brigid,
Just a quick question on this, our reports are being exported into NetSuite and posting in a closed period successfully. Will toggling this option ensure that bills post in open periods only?

Thank-you

Brigid

Hey Paige! Yes, if you toggle this option on, your exported reports will post to the next open period in NetSuite, even if they had previously been posting to closed periods.