After you connect using the Emburse NetSuite Connector, you can customize how expense and corporate card data syncs between NetSuite and Emburse Spend. These settings help align your accounting workflows and financial data with your existing NetSuite setup.
Prerequisites
- You are an administrator in Emburse Spend.
- Your NetSuite account is already connected to Emburse Spend. See Get Started with the Emburse NetSuite Connector for instructions.
Access the NetSuite Accounting Integration Settings
To configure these customizations, go to Company Settings, then select Accounting Integration in Emburse Spend.
The NetSuite Accounting Integration page allows you to configure the following options:
Emburse Spend Accounting Integration Settings
Use this section to configure how expenses and corporate card transactions sync from Emburse Spend to NetSuite. These settings control approval requirements, default accounting behavior, corporate card handling, and field mappings to ensure expenses post accurately and consistently in NetSuite.
Setting |
Description |
|---|---|
| Require Accounting Review Before Syncing Corporate Card Transactions to NetSuite (Optional) | Requires users with accounting permissions to manually initiate the NetSuite sync after an admin approves transactions. This adds an additional review step for corporate card expenses before they post to NetSuite. If you want transactions to sync automatically once they reach a Completed state, turn off Accounting Sync Settings. See Manual Accounting Sync Feature for details. |
| Default Expense Type | Specifies the default NetSuite expense account used when an expense category does not have a mapped account. This ensures all expenses have a valid expense type during export. |
| Corporate Cards | Defines how corporate card transactions sync to NetSuite. |
| └ I do not use corporate cards | Select if your organization does not use corporate cards. No card transactions sync to NetSuite. |
| └ Sync corporate cards to one card feed | Select if all corporate card transactions should sync to a single NetSuite card feed. |
| └ Sync corporate cards to multiple card feeds (requires card mapping) | Select if your organization uses multiple card programs that should sync to separate NetSuite card feeds. Use card mapping to assign each card to the appropriate feed. Choose Transaction Date or Posted Date based on your accounting practices. |
| Default Field Mapping |
Automatically applies default class, department, or custom field values when expenses sync to NetSuite. Emburse Spend pulls available values from NetSuite and applies them to matching custom fields. We recommend leaving defaults unchanged unless your accounting setup requires otherwise. NetSuite filters may limit which values are available.
|
| └ Do not set default mappings (Default)** | Expenses sync without default values. Each expense uses the values entered on the expense itself. |
| └ Set default class mapping | Applies a default value when an expense does not include a class, department, or custom field. Additional mappings can be added to align with NetSuite dimensions. |
| Save Account Settings | Applies all configuration changes. This is the final step in setting up the NetSuite integration with Emburse Spend. |