Configuring the NetSuite integration

Within the NetSuite integration you'll have the flexibility to configure the integration to your preferences so it suits your needs. These are the configurations you can make:

• Upload receipts

• Bypass transaction date

• Scheduled export run

• Populate tax code

• Customise Memo

• Passing Employee information

Upload receipts

• Check the box for uploading receipts if you would like your receipts to be uploaded from your Pleo account into NetSuite. You can find your receipts here:

  • Documents > File Cabinet under Pleo > Receipts.
    
    

    

    
    

  • Under the subtab Pleo within a Journal Entry
    
    

    

• If you decide not to upload your receipts to NetSuite, your receipts will have a URL to the expense on Pleo.

Bypass transaction date

Check the box for bypassing the transaction date if you would like the journals to be created with today's date (regardless of the transaction date). You have this possibility to import transactions from Pleo where the original transaction date is within a closed accounting period.

NOTE: Use with caution - using this option will mean it will not be possible to match balances between Pleo and NetSuite on dates in the past. Other reports may be needed to be reconcile accounts.

To use this option you'll also have to make the following changes in NetSuite:

1. Under Setup, select Accounting and Set up Accounting
2. For Default posting period when transaction date in closed period select Current period or First Open Period
3. For Allow transaction outside of posting period select Allow or Warn

Schedule export run

After you trigger an export, Suiteapp will process the information every 15 minutes, or according to the timeframe set by the user in the configuration.

You can also click on "Check now" under Manual Data Request to trigger a job immediately.

Populate tax code

Check the populate tax code to populate the tax code on the same journal line instead of a separate journal line.

Customise Memo

To add a customised Memo to your transactions:

1. In NetSuite go to Transactions
2. Select Pleo
3. Select Customise Memo
4. Pick a Subsidiary and field(s) to add to the Memo

Passing Employee information

To automatically populate the employee name in NetSuite, make sure the Employee Code in Pleo matches the Employee’s Internal ID in NetSuite. 

To find the Employees Internal ID in NetSuite:

1. In NetSuite, go to Lists
2. Select Employees and click Employees to see a list of your employees
3. Click Customize view
4. Add Internal ID to the overview
5. Click Save
6. The Internal ID will now be added to the overview

Add Employee code in Pleo

1. In Pleo, navigate to People
2. Select the Employee you want to add the employee code for
3. Click Edit next to Employee code
4. Enter the Internal ID from NetSuite