Have you tried NetSuite Custom Segments in Expensify?

tylerzoll Approved! Accountant Posts: 430 Expensify Champion
edited January 2021 in Integrations and API

I just wanted to give a shout out to this functionality. It hasn't been long that this has been an option and I just tried it out. It works exactly like anyone would want it to work. In my case, we have Districts or a geographical area that we need to clasify. We have previously had two types of class- Events & Districts. Both Event & District lived under the class heading. This worked well because 99% of the time an expense didn't need to be classified as both. It took a whole 10 minutes break them apart and set them up separatly. If you use NetSuite and Expensify and need a little bit better tagging options, this is hard to beat. I've attached a screenshot of how it looks for us now. The instructions are really good and easy to follow.