Setting up the NetSuite Expense and Bills Data Integration

How do I set up the NetSuite Expense and Bills Data integration?

How do I create a default vendor?

How do I set up the NetSuite Expense and Bills Data integration?

To set up the NetSuite Expense and Bills Data integration, navigate to the Connections page.

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Select the NetSuite Expense and Bills Data tile to open the NetSuite Expense and Bills Data home page. Click the connect button in the top right.

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You will be asked to provide your NetSuite account details to authorise the connection. Please refer this article for instructions to locate these details.

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After authorising your connection, you will need to select a NetSuite subsidiary to map to your Airwallex account.

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Once you’ve selected your NetSuite subsidiary, you will need to map your Airwallex wallet currency accounts with corresponding NetSuite bank accounts. Note you may need to create NetSuite bank accounts for currencies in which you expect to incur expenses, if these do not already exist.

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After reviewing and updating your currency connection, you can import your NetSuite vendors to Airwallex, making it possible for cardholders and payers to select existing NetSuite vendors when coding expenses and bills.

Additionally, you will need to select a default vendor during this step. This is a vendor to which expenses and bills will be coded in NetSuite if an existing vendor is not selected. We recommend creating a default vendor in NetSuite to specifically use for this purpose.

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Finally, you can import and rename your NetSuite accounting data in Airwallex. This includes your chart of accounts (expense accounts and asset accounts), classes, departments, locations, tax codes, and vendors. You can choose to import all or a subset of the data.

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Once you’ve successfully imported your expense and bills data, you can customise which fields you want your employees to submit for their expenses and bills.

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How do I create a default vendor?

A default vendor is a regular NetSuite vendor created for the express purpose of grouping together expenses and bills that are not categorised to an existing vendor. If you do not have a vendor explicitly for this purpose – e.g., an “Airwallex expenses” vendor – we highly recommend you create one at this step in the onboarding process and then click the “refresh vendor list” button in Airwallex to reflect changes.

This selection can always be edited at a later time in “your connection settings”

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