Whenever two software systems are talking to each other, things may get lost in translation for various reasons. This article will help you troubleshoot, but you can always reach out to Support and we will help you work through any sync issues.
The first step in troubleshooting any issue with your accounting sync is to check your Accounting Sync History screen. Under Company Settings, click the Accounting Integration tab, then click the Accounting Sync History button in the upper right corner.
This screen tells you which Emburse Spend data has synced into your connected accounting software. If there are any sync errors, they will appear in the Status column on the right.
An incomplete integration to NetSuite can result in sync failures. If you’ve hit a roadblock with your NetSuite integration, there are a few different steps you can take to troubleshoot the issue.
Are all of your categories mapped to your active items in your chart of accounts?
Emburse Spend gives you the option to add additional data to each expense by setting up custom categories and sub-categories. After you’ve set up your Emburse Spend Expense Categories, the next step is to map those to your chart of accounts. If you haven’t mapped your Emburse Spend Categories, the sync to NetSuite may break.
Are any of your categories mapped to accounts that no longer exist in NetSuite?
If you’ve deleted any items on your General Ledger, Emburse Spend cannot complete the sync. Open up your Categories screen in Emburse Spend and match this against your Chart of Accounts. If anything has been deleted from your GL, you’ll need to make the corresponding updates to your Category Mapping. Do the same with your Expense Fields and Team Fields.
Are your corporate cards mapped to the corresponding card feeds?
If you are using Emburse Spend for corporate card reconciliation and have multiple card feeds in your NetSuite, you need to map your Emburse Spend Team Cards to the corresponding feeds in NetSuite. To set this up, go to the Accounting Sync screen and scroll to Corporate Card Expenses at the bottom of the screen.
Is the person who set up the NetSuite Integration with Emburse Spend no longer with the company?
If the member who set up the integration between Emburse Spend and NetSuite no longer has Admin permissions, the new NetSuite administrator must redo the sync. Please contact our Support team.
Does the Emburse Spend Admin have the required NetSuite permissions for the integration?
Emburse Spend will show the following error on the Accounting Integration screen if the sync admin does not have the required permissions for the integration: "Your role does not give you permission to view this screen."
This message is generated by NetSuite when you try to connect the integration in Emburse Spend. Admins should examine the NetSuite configuration and confirm they have the required permissions and the Emburse Spend role has been added to their Netsuite profile.
When redoing the integration sync after an administrative change in NetSuite, you may need to uninstall the Emburse Spend Integration role, then reinstall the bundle and assign it to the new NetSuite admin's profile.
Are your Team Fields mapped to your Classes/Departments/Locations?
Emburse Spend gives you the option to set up Team Fields, which you can assign to your employees and map to your custom fields in NetSuite. After you’ve set up your Team Fields, the next step is to map those to the corresponding departments.
Are your Expense Fields mapped to your Classes/Departments/Locations?
Similarly, you can use Expense Fields in Emburse Spend to add additional information to each expense. After you’ve set up your Expense Fields, the next step is to map those to the corresponding field in NetSuite.
Is your default expense account mapped to an up-to-date item?
In your Accounting Integration screen, make sure that the default expense account is mapped to an account that still exists. If it has been edited, you will need to update your selection by choosing the up-to-date account from the dropdown menu.