How can I export receipts and memos to NetSuite?

This article refers to a feature that might not be available in your current Brex plan. If you'd like to learn more about this feature and how to unlock additional capabilities in Brex's upgraded plans, please have your account or card admin reach out to Brex Support by clicking on Support in your dashboard.

Both the receipts and memos associated with your Brex transactions will export to NetSuite. Here's how it works:

Step 1: If you haven't already, set up the NetSuite integration by following the steps in How do I set up the NetSuite integration?

Step 2: Go to the Accounting tab in Brex and click Review & export transactions.

Step 3: Ensure that your Brex transactions have receipts and memos associated with them prior to exporting. After applying the date range filter for transactions you want to export, you can check for missing receipts or memos by looking at the icons in the below screenshot, or by clicking into individual transactions.

CX - Netsuite 19

Step 4: When you're ready to export, please read How do I export a transaction to a journal entry in NetSuite?.

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