Netsuite accounts not updating in Expensify

cb2292

We have Netsuite integrated with Expensify and it has been working well for years. However, we recently created some new expense accounts in Netsuite and they are not showing up as Categories in Expensify. I've tried manually syncing the connection multiple times to no avail, and all I see in the Expensify documentation is that they should update automatically. Is there a way for me to get the new accounts/categories in Expensify?

Michelle Niemi

If you're having trouble importing your Categories, first make sure that they are set up in NetSuite as actual Expense Categories, not just General Ledger accounts.

• Logged into NetSuite as an administrator, go to Setup > Accounting > Expense Categories. A list of Expense Categories should be available. 
• If no Expense Categories are visible click on "New" to create new Expense

If you have confirmed that your categories are set up as Expense Categories in NetSuite and they still aren't importing to Expensify, make sure that the subsidiary of the Expense Category matches the subsidiary selected in your connection settings:

Kirk Barrett

These should be coming through, and syncing the policy was the right move. I'm sorry to hear that this did not work! Were there any error messages or other odd behavior when you synced the policy?

cb2292

No error messages (when I do "sync now" it runs the sync to completion) and no other odd behavior, and everything else seems to be working as normal - expense reports and reimbursements are flowing into Netsuite as they always have.

cb2292

@Michelle Niemi - that was it! We had created a GL account in Netsuite, but not yet the corresponding Expense Category. Now that we've done that the sync with Expensify has worked and it shows up as a Category in Expensify. Thanks so much!