To use the direct integration with NetSuite, you'll need to link your NetSuite account to ExpenseIn.
Note: For security reasons, ExpenseIn will never link your ExpenseIn account and NetSuite account for you. This must be done by an authorised person from your company.
Prerequisites
Before connecting your NetSuite account to ExpenseIn, you must complete the below prerequisites:
1. Add the ExpenseIn customisation bundle to your NetSuite account via Customization > SuiteBundler > Search & Install Bundles, then search for "ExpenseIn" in the Keywords search bar and install this.
2. Our NetSuite integration also uses an authentication mechanism called Token Based Authentication (TBA). This is not enabled by default, so you must check the following features are enabled on your NetSuite account, via Setup > Company > Enable Features > SuiteCloud:
Client SuiteScript
Server SuiteScript
SOAP Web Service
Token-Based Authentication
3. Ensure the user authenticating the integration has the following permissions enabled in NetSuite to use TBA via Setup > Users/Roles > Manage Roles > Permissions > Setup. These permissions can be added to an existing role or a specific new role can be created, whichever suits you:
Access Token Management
Log in using Access Tokens
SOAP Web Services
User Access Tokens
How to connect to NetSuite
To connect your NetSuite account to ExpenseIn, follow the steps below:
1. Click the Account Name > Admin.
2. In the Integrations section, click the Accounting subheading.
3. Locate NetSuite from the available connections list and click the Connect button.
4. You'll be redirected to the Oracle NetSuite login page to authenticate your NetSuite account.
Note: ExpenseIn will not store or have access to your login credentials for your NetSuite account.
5. The following screen should display, click Allow if you're happy to proceed and connect ExpenseIn to your NetSuite account.
6. Go back to the Accounting page to ensure the NetSuite integration has a Connected status.
Once the status displays as Connected, you can use the direct integration to post expenses and invoices to NetSuite.
If you have any further questions or have any issues connecting the NetSuite integration, contact our Support team via Live Chat or by emailing support@expensein.com.