Exporting Credit Card Expenses from Fyle as Credit Card Transactions on Netsuite is one of the popular methods of export among Fyle admins. If you are looking to configure this, follow the steps below to complete the setup.
Step 1: Enable SuiteScript and Update Fyle bundle in NetSuite
You can install the Fyle Integration suite bundle in Netsuite by following the steps mentioned here. By default, your suite bundle should reflect the latest version of Fyle Netsuite Integration Suite Bundle 1.5.0 and Bundle ID 355595. If not, you can always update your bundle by heading to Customisation > SuiteBundler > Search and Install bundles, select the Fyle- Netsuite connector here and update.
Once you have updated the Suite Bundle to version 1.5.0, head to Setup > Company > Enable Features > Suite Cloud and ensure that under the SuiteScript section both Client SuiteScript and Server SuiteScript are enabled.
SuiteScript is necessary to import Credit Card Expenses from Fyle as Credit Card Charges in Netsuite.
The above steps are highlighted in this video
Step 2: Configuration in Fyle-Netsuite integration
This guide details the steps to complete the setup of Fyle-Netsuite integration.
To export Corporate Credit Expenses from Fyle as Credit Card Charges in Netsuite,
Log in to your Fyle account
Go to the Admin Settings > Integrations > Native Apps > Netsuite
Navigate to Configuration > Export Settings
Turn on the toggle for Export Corporate Card Expenses
Customize how you'd like to view the card expenses in Netsuite and hit Save!
All the Credit Card Expenses in Fyle will now be exported as Credit Card Transactions in Netsuite.
To ensure that card expenses in Fyle are correctly exported to their corresponding cards in Netsuite, you need to set up a mapping between the cards in Fyle and Netsuite. You can do this from the "Mappings -> Corporate Card" section in your integration dashboard.
Point to note: Fyle will only export a card expense to the mapped card in Netsuite if the expense is linked to a matching card transaction. If no card transaction is matched, the expense will be exported to the default card you’ve set in your 'Export Settings'.
Sample Credit Card Transaction Export to NetSuite is shown below:
