Match NetSuite vendors on export

What’s New?

You can now configure your NetSuite integration to export transactions to a ‘Weel Expenses’ vendor if no existing vendor is found in NetSuite. Alternatively, you can continue to create a new vendor upon export if no existing vendor is found. 

This is to make things tidier for finance teams who don’t want a proliferation of small, one-off vendors when reconciling their Weel expenses in NetSuite.

This is available to all customers using our NetSuite integration.

Key Features

  • Export transactions to a ‘Weel expenses’ vendor if no existing vendor is found in NetSuite
  • Or continue to create a new vendor upon export if no existing vendor is found.
  • Transactions will continue to export to existing vendors if a match is found

Benefits

  • For finance teams: cleaner list of vendors when reconciling their Weel expenses in NetSuite

Getting Started

  1. Open Settings → Integrations
  2. Under the NetSuite integration enable Match vendors on export
  3. Transactions will now export to a ‘Weel expenses’ vendor if no existing vendor is found in NetSuite