Connecting to NetSuite

Greg_ArmstrongGreg_Armstrong Posts: 4Expensify Customer

Can you connect multiple Expensify policies to NetSuite and, if so, what is the best way to accomplish this?

Answers

  • Sheena TrepanierSheena Trepanier Posts: 1,849Expensify Success Coach - Admin Expensify Success Coach

    Hi @Greg_Armstrong, thanks for another great question! It's definitely possible to connect multiple Expensify policies to the same NetSuite instance, no problem there. The best way to do this is to connect NetSuite to one policy and with each future policy you connect you'll have the option to reuse the connection to save time on setup.

    This is covered in our Help Center, with step by step connection instructions for both SuiteSignOn (SSO) and Token-Based connections. To get started, you can connect your first policy by heading to the Settings > Policies > Group [Policy Name] > Connections > Accounting Integrations page.

    Cheers!

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