Customers using the new Global Entity Management feature may now import custom fields and segments. Once imported, these fields behave the same as standard fields: you may use them to code Expenses & Bills and sync spend items back to NetSuite with the associated codings. To activate both features (Global Entity Management + Custom Fields/Segments), reach out to your customer support rep or account manager.
What types of NetSuite Custom Fields & Segments are supported?
Airwallex supports NetSuite custom fields and custom segments that are selectable values:
- List/Record fields are supported as single-select fields.
- Multiple Select fields are supported as multi-select fields.
- Supported value sources include Custom Lists, Custom Segments, Custom Record Types used as a List/Record source, and supported native NetSuite record lists including Employee, Contact, Customer, Vendor, Project/Job, Accounting Period, Item, Sales Tax Item, and Account.
For custom fields:
- The field must be a Transaction Column Field applied to expenses, or a Transaction Body Field applied to purchases when header-level custom fields are enabled.
- The field must be accessible to the Airwallex NetSuite role.
- Non-select field types are not supported, including text, checkbox, number, currency, date/time, email, phone, hyperlink, document, image, rich text, and similar field types.
At this point, there is no limit on the number of Custom Fields & Segments you may use. However, be mindful that your Expense and Bill forms will grow very long with numerous additional fields.
NetSuite Bundle Requirements
Find the Airwallex Bank Feed, Expenses and Bills bundle and update the bundle to the version 2024.11.5 or later.
Custom Segment Setup
Step 1: In NetSuite, locate the Custom Segment you would like to import
Step 2: Edit the Custom Segment
Step 3: “Application & Sourcing tab” > “Transaction Columns” sub-tab. Tick the “Purchase Item” and “Expense” boxes.
Step 4: In the “Permissions” tab, add “Airwallex Bank Feed Role” with:
- Value Management Access Level: FULL
- Record Access Level: Edit
- Search/Reporting Access Level: Edit
Step 5: Save Custom Segment
Custom Field Setup
Step 1: In NetSuite, locate the Transaction Line Field you would like to import
Step 2: Edit the Transaction Line Field
Step 3: In the “Applies To” tab, check “Expense” and “Purchase Item”
Step 4: In the “Access” tab, add “Airwallex Bank Feed Role” with:
- Access Level: Edit
- Level For Search/Reporting: Edit
Step 5: Save the Transaction Line Field