Netsuite Integration - "You must first select a Tax Code"

Hello all! We've been using the netsuite integration on expensify for some months, however it's just stopped working with the error "You must first select a Tax Code" occurring against each expense item. The issue, however, is that we can't enter a tax code in expensify against the individual expense line items - so the netsuite integration no longer works.
Please advise.....

Answers

  • Sheena TrepanierSheena Trepanier Posts: 1,762 Expensify Success Coach

    Hi @MattYorke, thanks for posting! It sounds like you have tax rates enabled to import from NetSuite but that you've disabled Tax at the policy level.

    If you want your employees to apply tax rates from NetSuite to expenses, you'll want to navigate to your Settings > Policies > Group > [Policy Name] > Tax tab and enable the functionality.

    If you do not want to use tax rates from NetSuite, navigate to your Settings > Policies > Group > [Policy Name] > Connections tab and click the Configure button for NetSuite. In the Coding tab, you can click the toggle for Tax to disable importing the rates. Then, save and sync your connection and try to export once more.

    If you're still having export issues after that, let us know!

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