Exporting to NetSuite directly as "Approved By Accounting"

hanan

Hi,

In the current situation, we approve expense reports in Expensify, and once they are exported to NetSuite we should approve them once again.

This, when done very often, is very inefficient.

Is there a way to upload them immediately as "Approved by accounting"?

Thanks!

Conor Pendergrast

Hey @hanan, of course! You can change that for each policy's NetSuite connection, by going to Settings > Policies > Group > [Policy Name] > Connections > NetSuite > Configure > Advanced, and switch the setting Set expense report approval level to, to Supervisor and accounting approved

You'll see that to set that for each policy, and that should apply to any reports synced to NetSuite from this point onwards. Let me know that works? Thanks!

hanan

Thanks for your reply.

It was already chosen as "Only supervisor approved", yet, we need to approve it in NetSuite.

Sonia Liapounova

Hi @hanan if you're seeing that your reports are marked as "pending approval" in NetSuite then it's possible that you have this enabled on the NetSuite side. Take a look at this page for info on how to edit the approval settings in NetSuite.

hanan

Thanks Sonia.

Will that cancel the approval flow of purchase orders? This is not something we would like to cancel..

Sonia Liapounova

Is that the approval flow of purchase orders in NetSuite? I am not certain. I would suggest reaching out to the NetSuite team for info on that.