Logged into NetSuite as an administrator, go to Setup > Company > Enable Features > Employees.Step 3: Confirm Expense Reports are Enabled in NetSuiteĮnabling Expense Reports is required as part of Expensify's integration with NetSuite. This is the only time you will see these. Copy and Paste the token ID and token secret to a saved location on your computer.Select the application Expensify (this must be the original Expensify integration from the bundle and will not have an application ID) and the role Expensify Integration, then press save.Once you make a connection with tokens, that's the token/user/role you use to make any subsequent sync or export. You cannot create a connection with tokens using one role and then switch to another. Remember: Tokens are associated with a User and a Role, not just a User. This user must have access to at least the permissions included in the Expensify Integration Role but they're not required to be an Admin. Click Edit > Access then find the Expensify Integration role in the dropdown and add it to the user.Lists > Employees > find the user you want to add the Expensify Integration role to.Make sure “Token Based Authentication” is enabledĢB.Setup > Company > Enable Features > SuiteCloud > Manage Authentication.This is typically resulting in the error: Unexpected error while trying to login via Tokens. There is currently a known issue when connecting to NetSuite Sandbox environments whereby the "Account ID" field must be formatted with an underscore instead of a hyphen and the "sb" portion of the Account ID must be capitalised - ie: "SB" instead of "sb".Go to Setup > Integration > Web Services Preferences > 'Search Page Size' Make sure your page size is set to 1000 for importing your customers and vendors.If an expense approver doesn’t exist in NetSuite then the supervisor will be used. If Manager Approval is chosen when using "People" sync, Expensify will set the “expense approver” in NetSuite as the approver in Expensify.If you choose to sync "People," all employees under the same NS Subsidiary that you are syncing will be brought in to Expensify, and you MUST select an approval workflow on the policy People settings page, allowing you to set a final approver.Ensure that your policy's report output currency setting matches the NetSuite Subsidiary default currency.The connection is managed by the Policy Admin. Employees do NOT need NetSuite access or a NetSuite license to submit expense reports for export to NetSuite.You can read more about our plans, pricing and what's included in each, here! Companies/businesses need to have a Control Plan in Expensify in order to integrate with NetSuite.You must be able to login to NetSuite as an administrator to initiate the connection.Token based authentication works by ensuring that each request to NetSuite is accompanied by a signed token which is verified for authenticity. Let's get started with NetSuite Token Based Authentication! Important Notes Before We Start: It's not just expense reports you can export, you now have the ability to export invoices from Expensify to NetSuite! When an invoice has been marked as paid in Expensify, the paid status will transfer to NetSuite and vice-versa making this a simple and low effort solution for tracking your invoices!.When a policy is connected to an accounting integration, the connection 'syncs' every 24 hours to allow expense reports within Expensify to export to an account you choose in NetSuite!.Why connect your Accounting Package to Expensify: Expensify can connect your policies to all the major accounting integrations.
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