Product Line in NetSuite

MShell

Good afternoon,

Is it possible to add information to individual expenses or reports that include information for the Product Line column in NetSuite?

For example: there is a company card that is carried by multiple individuals and we would like to identify which individual made a specific purchase for reporting purposes and our reporting software uses whatever is in the Product Line in NetSuite to determine how a transaction is presented.

Additionally, only two employees are doing all the coding, so it's not as easy as just mapping each employees' card to their Expensify account since each employee is coding there own expenses as well as another individual's expenses which can show up on the same report. All we'd need to do is find a way for the employees doing the coding to be able to add the name of the individual making the purchase somewhere in Expensify so that it exports to the Product Line column in NetSuite.

Is this possible?

Thank you!

Kirk Barrett

Generally the assumption is that each employee will be using their own card. In the case of a shared card, generally one person will be the one to submit expenses, so generally this is not necessary. Is it possible that this could be accomplished using Projects instead of Product?

We have an in depth walkthrough of the NetSuite integration options here that you may find helpful.

MShell

Thank you @Kirk Barrett. I do think our situation is a little unique, for example: one employee codes their card, but the card a company owner is also sent to them in Expensify for coding so when it gets exported to NetSuite both expenses are under the employee's name.

We'll look into the Projects option and see if that works for us.

Thank you!

Alejandro Paz

Thanks for letting us know, @MShell !

If you're still running into any trouble along the way, please write in to [email protected] so that we can take a look at your current set up and learn a bit more about what might be the best option for you here.

Have a great day!