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 List/Record type of Custom Fields and Custom Segments. For Custom Fields:
- Airwallex requires the source be a Custom List from Netsuite
- The field(s) must be Transaction Line Fields
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