Expensify and NetSuite Integration Overview

One powerful way to streamline your processes is by integrating Expensify and NetSuite, two industry-leading solutions designed to simplify expense management and financial planning. This blog post outlines the steps to seamlessly integrate Expensify and NetSuite, unlocking a new level of efficiency and accuracy in your financial workflows.

What is Expensify?

Expensify is a cloud-based expense management platform that revolutionizes the way businesses handle their expenses. It serves as a comprehensive solution to the challenges associated with tracking, submitting, and managing expenses, offering an intuitive and user-friendly interface that simplifies the entire process.

To integrate the two platforms, follow the instructions below:

Create Access Tokens in NetSuite

1. Create an Access Token for the Expensify application and assign either “Expensify Integration” or “Administrator” roles (Setup > Users/Roles > Access Tokens).
2. Ensure you have the “Token ID” and “Token Secret” ready to input into Expensify.

Navigating Expensify

3. Sign up for an Expensify account.
4. Go into Workspace > create a new Workspace, which allows you to:
   1. Set compliance rules.
   2. Connect to NS.
   3. Manage employees.
5. Navigate to Connections > Connect to NetSuite
   1. If you see a lock, upgrade to the $18 plan.
   2. Follow the steps below, ensuring you save “Token ID” and “Token Secret.”
      1. If login issues arise, ensure you have properly followed the prerequisites.
6. After connecting, you can access this screen (Connections > Configure).
7. Next, you can choose your preferred expense integration method.
8. Navigate to “Categories” where you can set different rules.
9. Navigate to “Members” where you can invite employees.

How to Create an Expense Report in Expensify to NetSuite

Before creating the report, navigate to Connections > Configure, and ensure you have enabled exported expenses as “Expense Reports.”

1. Navigate to “Expenses” on the left side of the page.
2. Click “New Expense” and select “Manually Create.”
3. Fill in required fields such as Merchant, Date, Total, and Category.
   1. Note: Merchant should populate from NetSuite.
   2. Note: Category is an Expense Category from NetSuite.
4. Click “Save.”
5. The Expense Report is sent to the approver.

If you have other questions about Integrating Expensify and NetSuite, please refer to: this link for the integration.

For more help navigating in NetSuite, please contact our team! 

Kirsten Pruitt