I would like a better understanding of how expensify integrates with netsuite. Illustrations of the workflow would be very helpful
Hi @EllenBWest! We have a setup guide with screenshots here. Let me know if you have any questions!
Hi Ariel - I have already set up the connection and verified it works, but I'm also looking for illustrations of the workflow - i.e. where does the user enter info? Where do the categories flow in? Etc.
The first time I ran the synch it overwrote a lot of the categories on the Expensify side, which was not made explicit so some info on what it actually DOES would be helpful if that exists? Thanks!
Hi @PeteAllen! You can check this guide for information about the coding options for NetSuite. Your Expense Categories in NetSuite pull into Expensify as Categories.
Users will be entering info in Expensify by coding individual expenses, placing these onto reports, and submitting these for approval and export to NetSuite.
Hi Mark - I've seen reference to those tabs in the documentation but I don't have them - under the policy settings, I only see one option under Netsuite and it doesn't open any other tabs - am I missing something?
Hi @PeteAllen - thanks for sending the screenshot. You would first need to connect to NetSuite following our setup guide, and once your connection has been established, you would see the configuration settings shown in the other guide I linked. Hope that helps!
I have connected already and the connection disabled all of my categories in Expensify and I had to recreate them. Are you saying I can't configure before I connect? I would like to ensure that the connection doesn't break all the existing expense reports before I turn it on again.
If you connect to NetSuite, then your Expense Categories will import into Expensify as Categories and override anything you have added manually. You cannot maintain separate, manually-created categories on an Expensify policy that is connected to NetSuite.
I don't want to maintain them separately, I just would liked to have known that I needed to create them in Netsuite before turning on the integration. Anyway, I can see the tabs now thank you - the configuration documentation is very helpful but it would also be helpful to have some workflow documentation on the integration as the OP asked.
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