We rolled out our NetSuite integration to much fanfare in May of 2014 and saw a tremendous response from both new and existing customers. The integration combines the best of both worlds — the user-friendly Expensify UI with NetSuite as the powerful backend and system of record. Since May, our customer success team has been hard at work getting companies set up on NetSuite and we’re excited to announce a new feature that is going to make the already best-in-breed integration even stronger — custom fields!
Archives For Integration
I think it’s safe to say Uber is one of the most significant startups of the decade. Their vision is to make arranged transport so cheap and convenient that you literally don’t need to own a car: it’s so audacious, when Travis told me I straight up laughed. After our last startup together, I started Expensify, and he started Uber, and I wished him the best of luck in an incredulous sort of way. Well the time for luck is over. This is happening folks, and woe be to all who stand in Uber’s way. Continue Reading…
Traveling Can Suck. SmartRides Don’t.
Traveling can be brutal. Delayed flights, trying to find a cab, fumbling through your phone for your hotel address — it’s all a huge headache. Those headaches are now a thing of the past because Expensify has teamed up with Uber to trade your boarding pass for hotel key with a single tap.
So What is It?
In a few weeks, Expensify will be releasing a brand new version of our QuickBooks Online integration. This complete overhaul was built to be faster, more stable, and so much easier to use.
Here’s a brief overview of the new features that will be part of this integration:
- Vastly simplified connection setup: configure the policy once and export your reports to QBO without having to specify which accounts to export to, or export type, etc.
- Billable flags are now passed from Expensify to QBO
- Classes and locations now import as report fields in Expensify
- Export preferences can be configured based on expense type (reimbursable vs. non-reimbursable)
- Employee and vendor records automatically match to the Expensify report submitter.
- Connect your Expensify policy to QBO in two clicks.
The QBO connection configuration dialog
Additional features, like tax support and export date configuration, are already planned and will be added in the future.
This new integration is currently in a closed beta test. If you would like to take part in this beta, simply email firstname.lastname@example.org and specify that you would like to be able to test the new QuickBooks Online integration.
Thanks, we can’t wait for this to go live!
For today’s outrageously informative blog post, we’ll walk you through how to integrate Expensify with Sage 50 (PeachTree), a leading cloud-based accounting package. Sage 50 integration is available on the Corporate plan, and you can also reference this post if you’d like to integrate Expensify with other cloud-based accounting software, such as Intacct.
For today’s Pro-Tips Monday, we’ll walk you through how to integrate Expensify with NetSuite, a leading cloud-based accounting package. NetSuite integration is available on the Corporate plan, and you can also reference this post if you’d like to integrate Expensify with other cloud-based accounting software, such as Intacct.
The pre-requisite steps for NetSuite integration are: 1) Sign-up for an account at http://www.expensify.com; 2) Create a company expense policy (directions); and 3) Map your company’s accounting setup (examples).
Creating Your Export Format
Once the pre-requisites are out of the way, you’ll need to decide how your company will export from Expensify into NetSuite. PAY ATTENTION HERE. THIS PART IS IMPORTANT. NetSuite can accept financial information as “vendor bills”. Which format your company will use depends on your NetSuite implementation. If you’re unsure which is right for your company, please email us at email@example.com.
NetSuite requires the following information on import:
- Reference Number (unique expense report number)
- GL Account
- Location (exact name as found in NetSuite)
- Amount (decimal number; no comma or symbols)
Optional fields include: Department, Customer/Project and Class (all exact names as they appear in NetSuite), as well as Billable (yes/no).
Configuring Your Export File
After you’ve chosen the appropriate format for your company, you will create an export format that any admin can use when exporting from Expensify to NetSuite. To do so, visit Settings > Policies > [Policy Name] > Export Formats. Below is how you’d configure an export file when exporting as vendor bills.
And you’re done! At the end of your next accounting period, you can choose which reports you’d like to export, and the information will be formatted for direct upload into NetSuite. Let us know if you have any questions!