1) I don't have Employees created in Netsuite, how can I complete the Employee mapping in configurations?
To successfully export the expenses from Sage Expense Management to Netsuite, the Sage Expense Management integration would need a Vendor or Employee to be created/mapped from Netsuite.
If your employees are set up as vendors in Netsuite, you can map the employees in Sage Expense Management to Vendors in Netsuite in the configuration.
If employees are not available in your Netsuite, Employees can be auto-created in Netsuite while exporting by enabling the Auto-create Employee toggle in the configuration from the Configuration > Advanced Settings page
2) All our expenses are Corporate card expenses, can I skip setting up mapping for the reimbursable expense within the configuration of the integration?
Currently, the integration is designed in a way where reimbursable expense mapping is mandatory to complete the setup. If there would be no reimbursable expenses in your Sage Expense Management account, you can simply map the Employee and Reimbursable expenses in the configurations page of integration to any corresponding value in Netsuite that you would prefer in order to complete the setup and no data would be exported.
3) Can I import Expense accounts from Netsuite?
Yes, Sage Expense Management supports the import of 'Expense' accounts from Netsuite.
4) Can I import Projects/Customers from Netsuite?
Yes, Sage Expense Management supports the import of 'Projects/Customers' from Netsuite.
5) Can I import Vendors from Netsuite?
Yes, Sage Expense Management supports the import of Vendors as merchants in Sage Expense Management You can find the steps to enable this feature here.
6) Can I import Tax codes from Netsuite?
Yes, Sage Expense Management supports the import of Tax Codes (for non-US entities)
7) Can I import all charts of accounts from Netsuite?
By default, Sage Expense Management imports only the ‘Expense' accounts. But the following accounts can be imported as a service request:
Cost Of Goods Sold
Fixed Asset
Other Current Asset
Other Asset
Deferred Expense
Other Expense
Other Current Liability
Income
Do reach out to us at [email protected] if you'd like to import any of the above accounts.
8) What are the dimensions that can be imported from Netsuite?
Following are the dimensions that can be imported from Netsuite to Sage Expense Management:
Expense Accounts (when exporting expenses as journal entries and bills)
Expense Categories (when exporting expenses as expense reports)
Projects/Customers
Department
Class
Location
Custom
Custom Dimensions - List, Record, Segment
9) As an organization, we use multiple corporate credit card accounts, how do I map them in the Sage Expense Management integration?
By default, all the corporate credit card expenses exported from Sage Expense Management are coded to a default credit card account. But if you'd like to map every individual card to its respective credit card account on Netsuite, you can map them on the Corporate Card Mappings page.
10) Can I assign multiple credit card accounts to an employee?
Currently, one employee can be mapped to only one credit card account.
11) Can I skip choosing a default credit card account under General mapping?
If you want to export Credit Card expenses, then it is mandatory to choose a default credit card account. But if you don't want to export corporate credit card expenses, you can simply choose to not enable the toggle to export Credit Card Expenses
12) Can I sync ACH payments from Sage Expense Management to Netsuite?
Yes, you can sync Sage Expense Management ACH payments to Netsuite when Reimbursable Expenses are exported as Bills or Expense Reports.
13) Can I sync ACH payments from Netsuite to Sage Expense Management?
Yes, you can sync Netsuite payments into Sage Expense Management when Reimbursable Expenses are exported as Bills or Expense Reports.
14) Can project-based billable expenses be exported to Netsuite?
Yes. Billable expenses can be exported when expenses are exported as Expense Reports or Credit Card Charges. Journal Entries and Bills can not be exported as billable expenses to certain projects.
15) Can I disable certain projects in Sage Expense Management?
If you'd like to disable any Project in Fyla even if it is active on Netsuite, then you can disable the required Projects in the Sage Expense Management Admin dashboard.
If you'd like to disable certain projects in Sage Expense Management because you've disabled them in Netsuite, then you don't have to do it manually. Sage Expense Management auto-syncs the status of Projects/Customers from Netsuite to Sage Expense Management That is, Sage Expense Management will automatically disable an account or a project in Sage Expense Management when it is disabled on Netsuite.
16) Why are my Corporate Credit Card refunds not getting exported to Netsuite?
If you're exporting your expenses as Bills, the refunds can not be exported to Netsuite. Sage Expense Management supports the export of refunds only when expenses are exported as Journal Entry/Expense Report/Credit Card Charge.
17) Why are my Personal card refunds not getting exported to Netsuite?
Sage Expense Management supports the export of refunds only when expenses are exported as Journal Entry/Expense Report. If you're exporting your expenses as Bills, the refunds can not be exported to Netsuite.
18) Why is my employee not able to add a merchant name in the merchant field?
If you have enabled the Import Vendors from Netsuite toggle in the Configuration > Import Settings page, then your employee would be able to only choose from the imported list. If you'd like to allow your employee to add a merchant that does not exist in the imported list, disable the Import Vendors from Netsuite toggle. You can find more details here.
If you have any further queries, do reach out to us at [email protected]