When you final approve reports in Expensify, we'll automatically sync them over to NetSuite using the settings that you define below.

Subsidiary

The subsidiary selection will only appear if you are using NetSuite OneWorld if you have multiple subsidiaries active.

If you add a new subsidiary to NetSuite, just click refresh and it should appear in the dropdown list.

Preferred Exporter

Any admin can export but the preferred exporter will receive notifications in their inbox that the report needs to be exported.

Date

The three options for the date your report will export with are:

Date of last expense - This will use the date of the last expense on the report.
Submitted date - The date the employee submitted the report.
Exported date - The date you export the report to NetSuite


Reimbursable Expenses: Expense Reports

Expensify transactions will export reimbursable expenses as expense reports. Expense reports will post to the payables account specified in NetSuite. In some cases you may want to change this to credit a different account. 

Reimbursable Expenses: Vendor Bills

Expensify transactions will export as vendor bills in NetSuite and will map to the subsidiary associated with this policy. Each report will post as a payable to the vendor associated with the employee that submitted the report. You can also set an approval level in NetSuite for the bills. 

Reimbursable Expenses: Journal Entries

Expensify transactions will export as journal entries in NetSuite and will map to the subsidiary associated with this policy. All the transactions will post to the payable account specified in the policy. You can also set an approval level in NetSuite for the journal entries.

Important Note: Journal entry forms by default do not contain a customer column so it is not possible to export customers or projects with this export option. 

Non-Reimbursable Expenses: Vendor Bills

Non-reimbursable expenses will post as a vendor bill payable to the default vendor specified in your policy's connection settings. If you are centrally managing your company cards through Domain Control, you can export expenses from each individual card to a specific vendor in NetSuite (detailed instructions here). You can also set an approval level in NetSuite for the bills. 

Non-Reimbursable Expenses: Journal Entries

Non-reimbursable expenses will post to the Journal Entries posting account selected in your policy's connection settings. If you are centrally managing your company cards through Domain Control, you can export expenses from each individual card to a specific account in NetSuite (detailed instructions here).

Important Note: Journal entry forms by default do not contain a customer column so it is not possible to export customers or projects with this export option. 


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