How do I sync bills with NetSuite?
This article will cover setting up your NetSuite integration with bill pay, as well as some FAQs. If you’re interested in setting up bill pay but don’t see the option in your dashboard, please reach out to your sales rep or Brex Support.
Step 1: In your dashboard, click your name in the top right and go to Integrations.
Step 2: If you haven’t set up NetSuite yet, click Connect on the NetSuite card and follow the prompts. If you see Manage instead of Connect, you can skip to Step 4.
Step 3: In the Settings page, you’ll need to enable Bills data.
Step 4: If you’ve already connected to NetSuite, navigate to your integration in the dashboard and click Accounting, then Manage NetSuite. Here, you’ll need to enable Bills data. Afterwards, click Refresh integration so that you can sync your latest account categories.
How do I reconcile my bills?
Once the Brex transaction corresponding to the bill is synced over to your accounting platform, the transaction row will prompt you to confirm that the transaction should be assigned to a matched bill for reconciliation. You can click confirm or click into the row for more details. Once confirmed, the bill will be marked as paid.
When do my bills sync with NetSuite?
Once a bill has been fully approved and submitted for payment on Brex, it’ll be synced with your connected accounting platform immediately. If a bill is in the payment processed state, then we’ll also create an associated Vendor Payment for that bill. We don’t retroactively sync past bills — any bills that were submitted for payment prior to the integration being enabled or fully set up will not be synced. If a bill is canceled and sent back to draft state, any changes to the bill will not be synced until the bill is resubmitted.
What happens when a bill is canceled on Brex?
When you cancel a bill on Brex, it reverts to the draft state. From this point, a few things can happen:
If the draft gets deleted, the corresponding bill in NetSuite will be deleted.
If the draft gets resubmitted for payment, any changes to the bill while in draft state will be synced with the corresponding bill.
Modifications to the bill while it's in draft state will not be synced.
For troubleshooting tips, please read I'm having issues with my bill pay integration.