Cledara's integration with NetSuite simplifies your accounting process by automatically syncing vendor bills, vendor payments, and attachments to your NetSuite account.
You can find below the Setup Guide to decide what information to post to NetSuite for each application.
Alternatively, jump to the FAQs section that follows:
Why can't I find my vendors?
Why can't I find my custom fields?
How will it look in my NetSuite instance?
Setup Guide
Once you've connected Cledara to your NetSuite account, the NetSuite settings tab will appear when you click into your applications:
There, the App Owner, Team Manager, Admins, and Finance users can determine what information to push to NetSuite:
- Vendor bills: When you choose to push vendor bills to NetSuite, you can assign expense codes to push alongside your transactions.
- Vendor payments: When you choose to push vendor bills to NetSuite, vendor bill payments will be pushed by default, but you can toggle it off, especially if you have an approval flow in your NetSuite instance. If vendor bill payments are not pushed, your bills will remain Open in NetSuite.
- Files: Invoices uploaded to Cledara will be pushed to the invoice folder you've selected in Settings > Integrations > NetSuite, but you can toggle it off.
- Class and Department: If you populate the Class and Department fields, we will push the values to your bills at line-level. If you want to push the fields at header-level under your Classification section, toggle on 'Push classification fields in the bill body' in the Settings > Integrations > NetSuite.
- Memo: If left empty, will populate the transaction description you see in Cledara and be pushed to NetSuite's Memo column.
Once this form is completed and saved, any future transactions for this application will be pushed automatically to NetSuite once they are settled.
Note that the bill payment will not be pushed if the transaction amount is zero.
FAQs
Why can't I find my vendors?
The dropdown lists are pulled directly from your NetSuite account. If the vendor is in your NetSuite account, but you do not see the vendor in the Cledara dropdown, refresh your browser tab so we can pull a fresh list from the integration.
You will not see your vendor if it is created in a currency different from your Application currency, or if it is created in another subsidiary.
NetSuite only accepts transactions that are in the same currency as the account. Even if your vendor charges you in a different currency, say EUR, the money is still taken out of your Cledara account in USD. Therefore, you will have to create the vendor in USD to push the transaction to your NetSuite account.
Why can't I find my custom fields?
Currently, we do not yet support custom fields. If your custom fields are mandatory, your transactions will not be pushed to NetSuite. These will be supported in an upcoming release.
How will it look in my NetSuite instance?
In NetSuite, your transactions will appear under Expenses > Purchases > Bills:
The NetSuite vendor, category, department, and class will be reflected in Expenses and Items:
If you are pushing invoices to NetSuite, the invoice uploaded to Cledara will come under Communication > Files stored in the invoice folder you selected: