Brex | How do I set up custom fields for NetSuite?
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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 integrations@brex.com to confirm eligibility.

Note: This support is exclusively for custom fields. Custom segments are not supported at this time.

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.

CX: Netsuite Custom Fields 02

Step 2: Select Edit next to the journal entry form.

CX: Netsuite Custom Fields 04

Step 3: On the Custom Transaction Form page, navigate to Screen Fields > Lines. Select the Show checkboxes next to all fields.

CX: Netsuite Custom Fields 01

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.

CX - Netsuite Custom Fields 03

Step 7: To confirm that custom fields have been successfully enabled, navigate to Integrations > Manage. Click Review & Export.

Step 8: Click a transaction to expand the details and ensure that your custom fields are showing.

You can now map to custom fields within the transaction or by creating custom rules.

Removing custom fields

If there are custom fields visible that you would like to remove from the Brex dashboard, please email integrations@brex.com with the following information:

  • The email address associated with your Brex account

  • A list of the custom fields you would like to remove from the Brex dashboard

Once this is complete, you’ll receive a confirmation email with additional instructions.

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Open an account

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 integrations@brex.com to confirm eligibility.

Note: This support is exclusively for custom fields. Custom segments are not supported at this time.

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.

CX: Netsuite Custom Fields 02

Step 2: Select Edit next to the journal entry form.

CX: Netsuite Custom Fields 04

Step 3: On the Custom Transaction Form page, navigate to Screen Fields > Lines. Select the Show checkboxes next to all fields.

CX: Netsuite Custom Fields 01

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.

CX - Netsuite Custom Fields 03

Step 7: To confirm that custom fields have been successfully enabled, navigate to Integrations > Manage. Click Review & Export.

Step 8: Click a transaction to expand the details and ensure that your custom fields are showing.

You can now map to custom fields within the transaction or by creating custom rules.

Removing custom fields

If there are custom fields visible that you would like to remove from the Brex dashboard, please email integrations@brex.com with the following information:

  • The email address associated with your Brex account

  • A list of the custom fields you would like to remove from the Brex dashboard

Once this is complete, you’ll receive a confirmation email with additional instructions.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->
Open an account

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 integrations@brex.com to confirm eligibility.

Note: This support is exclusively for custom fields. Custom segments are not supported at this time.

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.

CX: Netsuite Custom Fields 02

Step 2: Select Edit next to the journal entry form.

CX: Netsuite Custom Fields 04

Step 3: On the Custom Transaction Form page, navigate to Screen Fields > Lines. Select the Show checkboxes next to all fields.

CX: Netsuite Custom Fields 01

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.

CX - Netsuite Custom Fields 03

Step 7: To confirm that custom fields have been successfully enabled, navigate to Integrations > Manage. Click Review & Export.

Step 8: Click a transaction to expand the details and ensure that your custom fields are showing.

You can now map to custom fields within the transaction or by creating custom rules.

Removing custom fields

If there are custom fields visible that you would like to remove from the Brex dashboard, please email integrations@brex.com with the following information:

  • The email address associated with your Brex account

  • A list of the custom fields you would like to remove from the Brex dashboard

Once this is complete, you’ll receive a confirmation email with additional instructions.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->