How do I set up custom fields for NetSuite?
Brex admins and bookkeepers can now map to custom fields in NetSuite from the Brex dashboard. To enable custom fields, you'll first need to contact your dedicated relationship manager or email firstname.lastname@example.org to confirm eligibility.
Step 1: Sign in to your NetSuite account with admin privileges and navigate to Customization > Forms > Transactions Forms and locate your preferred custom journal entry form.
Step 2: Select Edit next to the journal entry form.
Step 3: On the Custom Transaction Form page, navigate to Screen Fields > Lines. Select the Show checkboxes next to all fields.
Note: Deselecting a field on this page will cause an error with the NetSuite integration. You’ll have the option to hide custom fields later in this setup process.
Step 4: Click Save.
Step 5: From the Brex dashboard, navigate to Integrations > Manage > Settings in the top-right corner.
Step 6: Under the Integration Management tab, click Refresh next to Refresh integration.
Step 7: To confirm that custom fields have been successfully enabled, navigate to Integrations > Manage. Click Accounting Fields and scroll down to view your custom fields, which you can enable and disable from this screen.
Step 8: Once your custom fields or segments have been imported into Brex, they can be mapped to the Brex fields of your choice in the Mapping section of your NetSuite integration page. Exporting expenses to NetSuite directly will code the selected values on the journal entry. If exporting as a CSV, the custom segments will also show up as a column with the corresponding value.