Airwallex can use custom NetSuite transaction forms when it syncs Expenses and Bills to NetSuite.
Use this configuration when a specific transaction form is required for localization, tax, approval, workflow, script, or third-party SuiteApp behaviour. For example, a localization SuiteApp may require a particular Vendor Bill or Check form to expose required fields or apply local accounting logic.
Most customers do not need to change their transaction-form configuration.
Before you start
Complete the NetSuite Spend connection setup before configuring custom transaction forms.
Make sure you are using Airwallex: Bank Feed, Expenses and Bills (Bundle ID: 486224), version 2024.11.5 or later. If you are upgrading from the former separate NetSuite bundles, follow the Airwallex Guide to Upgrade your Existing NetSuite Integration first.
When to use a custom transaction form
Configure a dedicated form for Airwallex-synced transactions when:
- A regional localization solution requires specific transaction forms or fields.
- A tax or localization SuiteApp depends on fields configured on a transaction form.
- A workflow or script runs only for a particular transaction form.
- An approval process depends on the form selected.
- Required custom body or line fields must be available on Airwallex-created transactions.
- You want transactions created by Airwallex to behave differently from transactions entered manually by NetSuite users.
Choose how to set the preferred form
You can set a preferred form either for all NetSuite users or only for Airwallex-created transactions.
Option |
Use this when |
Effect |
|---|---|---|
Set the form globally |
The form should be the default for all NetSuite users. |
NetSuite uses the form as the general preferred form for that transaction type. |
Set the form for the Airwallex role only |
The form is needed only for transactions synced by Airwallex. |
Airwallex-created transactions use the selected form without changing the default experience for other NetSuite users. |
We recommend setting the preferred form for the Airwallex Bank Feed Role when the form is only required for Airwallex syncs. A role-level preferred form overrides the general preferred form.
Option 1: Set the preferred form globally
- In NetSuite, go to Customization > Forms > Transaction Forms.
- Find the form for the relevant transaction type, such as Vendor Bill or Check.
- Mark the form as Preferred.
- Save your changes.
Option 2: Set the preferred form for the Airwallex role
- In NetSuite, go to Setup > Users/Roles > Manage Roles.
- Edit the Airwallex Bank Feed Role.
- Open the Forms subtab.
- Find the relevant transaction type, such as Vendor Bill or Check.
- Enable the custom transaction form.
- Mark the form as Preferred for the role.
- Save your changes.