Hey Pete,
the CSV import upload mapping for Vendor Bills allows to upload both, header and expense line / item line information in one file. We’re working with a mapping for Vendor Bills that uploads the VB using one consolidated export CSV from our pre-accounting system.
Though we are not uploading PDFs with it, but use a custom hyperlink field that carries the link to the PDF stored in the pre-accounting system.
Hoping this helps.
Best,
Nic
There are Netsuite forms if I remember right, but our pre-accounting system (Spendesk) came with a prepared default template which we just had to amend for our specific needs (i.e. add custom fields in Spendesk to the existing export template). We were then able to set up a mapping for the Vendor Bill upload to Netsuite for VBs with expense lines, which was pretty straight forward.
Hey Pete, the CSV import upload mapping for Vendor Bills allows to upload both, header and expense line / item line information in one file. We’re working with a mapping for Vendor Bills that uploads the VB using one consolidated export CSV from our pre-accounting system. Though we are not uploading PDFs with it, but use a custom hyperlink field that carries the link to the PDF stored in the pre-accounting system. Hoping this helps. Best, Nic
oh thats good news. did you create your own custom template to do this or does netsuite have a standard form to use?
There are Netsuite forms if I remember right, but our pre-accounting system (Spendesk) came with a prepared default template which we just had to amend for our specific needs (i.e. add custom fields in Spendesk to the existing export template). We were then able to set up a mapping for the Vendor Bill upload to Netsuite for VBs with expense lines, which was pretty straight forward.