To use the NetSuite direct integration to post expense and invoice data, or to synchronise reference data, you must first link your NetSuite account to ExpenseIn.

Note: For security reasons, ExpenseIn cannot link your ExpenseIn account and NetSuite account on your behalf. This must be completed by an authorised person from your company.

Before connecting your NetSuite account to ExpenseIn, you must complete the following 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 it.

2. Our NetSuite integration also uses an authentication mechanism called Token Based Authentication (TBA). This is not enabled by default, so you must check that the following features are enabled on your NetSuite account, via Setup > Company > Enable Features > SuiteCloud:

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:

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 does not store or have access to your NetSuite login credentials.

5. When prompted, 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:

If you have any questions or have any issues connecting the NetSuite integration, contact our Support team for assistance.