I need help troubleshooting my NetSuite integration

Transactions aren’t exporting to NetSuite

If you don't see your Brex transactions in NetSuite after manually exporting them from the Brex dashboard, please try the troubleshooting steps below.

Step 1: Check that you have admin permissions in NetSuite–if you don't, ask your NetSuite admin to create the access token required to set up the integration with NetSuite, or have them grant you admin access.

Step 2: Check that you've mapped all of the Settings categories for your integration, including Accounts payable, Bank account, Card collection and employee repayment bank account, Reimbursements bank account, and Rewards credits.

Step 3: Ensure that you are not mapping your Brex fields to any NetSuite field values that have been deleted.

In your Brex dashboard, click Integrations and then Manage next to NetSuite. Look at the Mappings section to ensure that there are no red exclamation marks next to a mapping. If you do see one, you can refresh your NetSuite fields from the Settings tab, then re-map the broken mappings before trying to export again.

Step 4: Click Review & export to check that you have no conflicting rules.

You may have transactions with multiple conflicting custom rules applied to them. To export these transactions, Brex needs to know which conflicting custom rule(s) should be ignored. Click the X on the rules you want to ignore (you can always reapply them).

Step 5: Confirm that Receipt URL and Custom Fields are enabled on NetSuite.

Check by going to Transactions > Financial > Make Journal Entries. You should see both fields in the Lines section if they're enabled.

If you're using a custom form and don't see the fields, you can fix this issue by going to Customization > Forms > Transaction Forms. Find the preferred journal form and click Edit > Screen Fields > Lines. Find the Receipt URL and Created From fields and click the Show checkboxes next to them. If there are no checkboxes visible, try clearing your browser's cache, log out, and log back in.

Step 6: Confirm that the books for the period you are trying to export have not been closed. Brex can only post to open accounting periods, so if you are trying to post transactions to a closed period, the export will fail. We recommend ensuring Brex transactions are compliant before you close your posting period within NetSuite so you can successfully export.

Step 7: If you are not seeing transactions in Review & Export that you think should be available for export, please ensure that you haven't previously exported these transactions to a CSV file. Only one type of export is allowed, via integration or CSV, so you may need to check your downloads or speak with someone on your team who may have previously exported.

If you're still having issues, please reach out to Brex Support via your dashboard.

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