The NetSuite integration is available to admins and bookkeepers.
Brex's direct integration with NetSuite aims to make life easier by streamlining the flow of transaction data into one centralized place, saving you hours of manual labor. Here's all you need to know to determine whether our NetSuite integration is right for your business.
How long does it take to set up?
In less than 10 minutes, you can connect Brex to your NetSuite account (Sandbox or production). Once connected, your chart of accounts, departments, locations, and classes will be available in the Brex dashboard.
After you map your categories, you can begin exporting your data right away–this process can be completed in as little as 15 minutes but may take longer depending on how much customization you'd like. Invest time upfront to establish custom rules and reduce manual review time later–custom rules will dynamically route your transactions to the correct account in NetSuite.
What should I know before getting started?
Journal entries vs vendor bills
Brex transaction data is only exported as journal entries; vendor bills are not an option at this time.
Mapping Brex transaction data to NetSuite vendors is not yet available. If this is important to you, please export a CSV and append the vendor information to the file before you import it.
Push vs feed
The NetSuite integration allows you to push transactions to NetSuite by creating one or more journal entries. The export isn't automatic and requires initiation from the Brex dashboard, allowing you to review how your transactions will appear in your chart of accounts to ensure accuracy.
Journal entry creation
Journal entries are created for each export. Brex gives you the flexibility to choose how you want to batch your transactions into journal entries:
- Monthly journal entries (default setting)
- Weekly journal entries
- Daily journal entries
- Journal entries for each transaction
If the transactions span multiple calendar months, Brex will break that export into separate journal entries (one for each month with transactions completed).
Preventing euplicate entries
To prevent duplicate entries, Brex won't allow you to re-export a successfully exported transaction. Once you export transactions from the Integrations tab (whether directly to NetSuite or via CSV), you can't export it again. You can, however, export transaction data from the Transactions tabs as often as you'd like.
You can choose one subsidiary when connecting the integration. We'll import accounts, classes, departments, and locations belonging to that subsidiary and export journal entries to it.
Custom fields in NetSuite won't be imported into Brex, so you won't be able to map or see them in your Brex dashboard.
To make audits easier, receipts uploaded to Brex are passed directly into NetSuite when you export your transaction data. In NetSuite, you'll see a URL that links to the receipt image, which you can access by logging into your Brex dashboard.