The NetSuite integration is available to Administrators and Bookkeepers.
Finance and accounting professionals spend hours each month closing their books. The process is manual and inefficient, and Brex's direct integration with NetSuite aims to make their lives easier by streamlining the flow of transaction data into one centralized place.
This article outlines what you need to know about Brex's integration with NetSuite and whether it's 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 desire. We recommend investing the time upfront to set up your Custom Rules to reduce the time you'd have to spend later manually reviewing your transactions. 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 Vendors created in NetSuite is not available at this time. If this is important to you, you can export to 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 is not automatic and requires you to initiate it from the Brex dashboard, allowing you to review how your transactions will be reflected within your chart of accounts and ensure that they are accurate.
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 in a given export spans multiple calendar months, Brex will break that export into separate Journal Entries (one for each month with transactions completed).
Preventing Duplicate Entries
In order to prevent duplicate entries, Brex prevents you from re-exporting a successfully exported transaction. This means that once you export transactions from the Integrations tab of the Brex Dashboard (whether directly to NetSuite or via CSV), you cannot export it again. You can always export transaction data from the Transactions tab as many times as you 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.
If you have any custom fields in NetSuite, those will not be imported into Brex, and you will not be able to map or see them in the Brex Dashboard.
Receipts that are uploaded to Brex are passed directly into NetSuite when you export your transaction data to help make audits easier. In NetSuite, you'll see a URL that links to the receipt image, which you can access by logging into the Brex dashboard.