Import your NetSuite custom fields and segments, then use them the same way as standard fields: code your spend with them and transactions back to NetSuite with the associated codings.
What types of NetSuite Custom Fields & Segments are supported?
Airwallex supports NetSuite custom fields and custom segments that hold either a selectable value or free text:
- List/Record fields are supported as single-select fields.
- Multiple Select fields are supported as multi-select fields.
- Free-Form Text fields are supported as free-text fields. Your team can type a value directly when coding an Expense or Bill, and that value syncs back to NetSuite with the spend item. Free text fields are also supported in the Bill import process.
- 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.
- Free-Form Text is the only text-based type supported.
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
Follow the same steps for both select-type and free-text fields. Free-text field import is only supported with the Expense Submission Forms feature activated. In each case the field must apply to Expense and Purchase Item, and the Airwallex Bank Feed Role must be given edit access.
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". For a free-text field, confirm the field type is set to Free-Form Text.
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
Coding with free-text fields
Once a free-text field is imported, it appears on the Expense and Bill forms alongside your other custom fields. Enter the value you need, then submit the item as usual. The value you enter syncs back to NetSuite with the spend item.