The Fyle <> NetSuite integration allows you to seamlessly export expenses from Fyle to NetSuite for tracking expenses, and maintaining accurate accounting and reconciliation. Expenses can be exported either automatically (based on your integration settings) or manually from the Fyle Admin's Report view.
You can export expenses in two ways:
Exporting from the Integration Dashboard
Log in to Fyle – NetSuite Integration.
Navigate to Fyle Admin Settings > Integrations > Native Apps > NetSuite.
On the NetSuite integration dashboard, you can view the number of expense groups ready for export once they reach the configured export state, approved, processing, or closed.
Click Export to start exporting expenses.
By default, the integration will automatically export all expenses in real time once they reach the configured export state in Fyle.
Exporting from Fyle Admin's Report View
Log in to Fyle as an Admin.
Go to Reports > Approved/Processing/Closed Tab (based on your export configuration).
Select the reports to export and click More > Export to NetSuite.
Once the export is complete, the status will be updated under the NetSuite Export Status column in the Reports tab. You can also access NetSuite transactions directly by clicking the arrow in the status column.
Understanding Export Statuses
Export Status | Meaning |
Initiated | The export request is accepted, and data is being prepared for export. |
In Progress | The export process is ongoing. |
Complete | The export is successful, and expenses are posted to NetSuite. |
Skipped | The expense was not exported due to a skip rule configured in NetSuite integration. |
Error | The export failed due to an error. |
Grouping Split Expenses in NetSuite
If the employees in your Organization split one credit card charge into multiple expenses for better categorization and if you are looking to export all of these split expenses into a single entry on NetSuite then this functionality is just for you.
When exporting Credit Card Expenses from Fyle as Credit Card Charges to NetSuite, you can export all expenses split from a single transaction into one single Credit Card Charge Entry on NetSuite. This ensures:
One Credit Card Charge Entry in NetSuite per original transaction.
Each split expense appears as an individual line item within that entry.
The Total Transaction Amount in NetSuite matches the credit card statement, making reconciliation easier.
How to Enable Split Expense Grouping
Log in to Fyle as an Admin.
Go to Settings > Integrations > Native Apps > NetSuite.
Navigate to Configuration > Export Settings.
Set "How Should the Split Expenses Be Grouped" to Multiple Line Item.
Click Save.
All future split expenses will be grouped as line items within a single entry in NetSuite.
Note:
If split expenses are approved/closed at different times in different reports, they may be exported separately. To avoid this, ensure all split expenses are reported and processed together.