How do I add a new 'Customer'

eley77
eley77 Expensify Customer Posts: 1 Expensify Newcomer

I created a new 'Client' in NetSuite but it is not synching with Expenisfy. How do I add this client to expensify so that my employees can mark their expenses billable to this customer in Expensify?

Answers

  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team

    Hi @eley77, welcome to the Community! Typically a fresh sync of the NetSuite connection is all it takes to import new categories and tags. If that didn't work, and you wouldn't mind sharing the new client name with me, I'll be delighted to take a look.

    If you're not comfortable sharing it with me through this public Community, please let me know.