If you use the Fyle- NetSuite integration, you can export expenses from Fyle to NetSuite either from within the Integration or directly from the Fyle Admin's Report view.
Exporting Expenses from Fyle to NetSuite
Step 1: Accessing Fyle Reports
Log in to your Fyle application with Admin credentials.
Navigate to Reports > Approved tab.
Step 2: Selecting Reports for Export and Initiating Export Process
Choose the Reports you wish to export to NetSuite.
Click on More > Export to NetSuite.
The export process will commence, and you can monitor its progress. Your export will be processed based on the Export settings configuration in your Integration.
The status will be indicated in the NetSuite Export status column in the Reports tab.
Step 4: Accessing Transaction Links
After completion, access the links of transactions created in NetSuite by clicking on the report.
Understanding Export Status
There are different status messages indicated in the Netsuite Export status column of your Reports view.
Initiated: The request is accepted, and data preparation for export is underway.
In progress: Indicates the ongoing export process.
Complete: Confirms that the export is successful, and all expenses are posted to NetSuite.
Skipped: Indicates skipped export based on configured rules.
Error: Denotes failed export due to errors, which can be rectified in the integration dashboard.
Handling Failed Exports
If an export fails, check for errors and access the error resolution page in the integration dashboard.
Resolve errors and retry exporting.
Note: You can also export expenses from the Processing and Closed tabs from the Reports view. The export option is only available on the Admin Reports page. However, if configured to be grouped by expenses, the Integration will post every expense as a single transaction in NetSuite.
For further assistance with exporting expenses from Fyle to NetSuite via Integration, contact us at [email protected].