Important Notice: After July 31, 2024, the Expensify community will no longer be available. Help docs and resources can be found on help.expensify.com and you can message Concierge with any additional questions.

Netsuite accounts not updating in Expensify

Options
cb2292
cb2292 Expensify Customer Posts: 3 Expensify Newcomer

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?

Best Answer

  • Michelle Niemi
    Michelle Niemi Expensify Team Posts: 104 Expensify Team
    Answer ✓
    Options

    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:


Answers