Check Employee's Subsidiary

To make sure your employee's subsidiary matches the subsidiary in the Expensify policy, go to the employee record in NetSuite and confirm this field:

This must match the subsidiary in the policy. You can find this by going to Settings > Policies > [Policy Name] > Connections > Configure:

Check Employee Access

Verify that the employee in NetSuite doesn't have restricted access to Expensify:

  • To look at restricted access, go to Lists > Employees > Employees > [Select Employee] > Edit > Access
  • Uncheck 'Restrict Access to Expensify'

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