Is there a way to filter out some vendor payments so that they don't automatically get synced?

andrew_hulse
andrew_hulse Expensify Customer Posts: 2
in 3rd party integrations

We are currently working on an integration with NetSuite and want some of the vendor payments to sync over to NetSuite but we don't necessarily want all of them. Is there some sort of filter we can apply or some other setting in Expensify we can use in order to accomplish this?

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Answers

  • Stevie LaFortune
    Stevie LaFortune Expensify Team, Expensify Student Ambassador Posts: 241 Expensify Team

    Hi @andrew_hulse There isn't a swift option to not export everything and filter out some vendor payments. They would either need to be submitted on another policy not connected to your NetSuite account or added to a separate report on the same policy and marked in Expensify as manually entered in NetSuite. With this second option, you would not be able to use the auto sync function since you would need more control.

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