Check that you have admin permissions on NetSuite; if you do not, ask your NetSuite admin to create the access token required to set up the integration with NetSuite
, or have the admin grant you accessStep 2:
Check that you have mapped all three of the Settings
categories on the Integrations
tab of the Brex dashboard; the three categories include Accounts Payable, Bank Account
, and Rewards Credits
Step 3: Check that you have not mapped one of the Brex categories to a deleted category on NetSuite
Click on the Integrations
tab of the Brex dashboard, click on Manage
next to NetSuite, and look at the Categories
section to ensure that you do not see any red exclamation marks next to a mapping. If you do, please refresh your categories
, and re-map the broken mappings before attempting to export again.
Step 4: On the Review & Export tab, check that you have no conflicting rules
These are transactions have multiple custom rules applied to them. In order to export the transactions, Brex needs to know which conflicting custom rule(s) should be ignored. Click the X on the rules you want to ignore (you can always reapply them).
Step 5: Confirm that Receipt URL and Custom Fields are enabled on NetSuite
Check by going into Transactions > Financial > Make Journal Entries, where you should see both fields in the Lines section if they are enabled. If you are using a custom form and don't see the fields, you can fix this issue by going to Customization > Forms > Transaction Forms. Then, find the preferred Journal form and click Edit. Click on Screen Fields, then Lines. Find the Receipt URL and Created From fields and click the Show checkboxes next to them. If there are no checkboxes visible, try clearing your browser cache, log out, and log back in.
Step 6: Confirm that the books for the period you are trying to export has not been closed
Step 7: Confirm that you have not previously exported transactions via CSV file instead of directly to NetSuite; please check your downloads, or speak with someone on your team that may have done so
If you are still having issues, please reach out to our support team for assistance.