Configure NetSuite custom coding fields

You can import custom lists, records and segments from NetSuite so members can code expenses with custom accounting dimensions.

Custom records, segments and fields are configured in NetSuite, and then can be imported into Expensify as tags to be applied to individual expenses, or as report fields to be applied across entire reports. When reports containing custom coded expenses are exported to NetSuite, the selected value will populate on the NetSuite record in the transaction line field you set up.

Who can configure NetSuite custom coding fields

To configure custom segments, custom records or custom lists you must:

• Be a workspace admin on a workspace connected to NetSuite.
• Know the NetSuite Internal ID of the custom record you are importing. Learn how to show Internal IDs in NetSuite.

Where NetSuite custom coding fields are configured

1. In the navigation tabs (on the left on web, on the bottom on mobile), select workspaces > workspace name.
2. Select Accounting.
3. Under NetSuite, select Import.

How to import a NetSuite custom custom record

Although the setup wizard lets you choose Custom segment or Custom record, both options require the same NetSuite information because custom records are imported through their associated custom segment.

1. In the navigation tabs (on the left on web, on the bottom on mobile), select workspaces > workspace name.
2. Select Accounting.
3. Under NetSuite, select Import.
4. Select Custom segments/records.
5. Choose Custom record.
6. Enter the name of the custom record in the Name field.
7. Enter the NetSuite internal ID of the custom record in the Internal ID field.
8. Enter the custom segment Script ID.
9. Choose whether the field should appear as Tags or Report fields.
10. Complete the wizard.

How can I find the internal ID of a custom segment in NetSuite?

How to find the custom segment name in NetSuite

1. In NetSuite, go to Customization > Lists, Records, & Fields > Custom Segments.
2. Copy the custom segment Name.

How to find the custom segment Internal ID in NetSuite

Before locating the Internal ID:

1. In NetSuite, go to Home > Set Preferences.
2. Enable Show Internal IDs.

Then:

1. Go to Customization > Lists, Records, & Fields > Custom Segments.
2. Open the custom segment.
3. Click the Custom Record Type link.
4. Copy the Internal ID from the table at the bottom of the page.

How to find the custom segment Script ID in NetSuite

1. Go to Customization > Lists, Records, & Fields > Custom Segments.
2. Open the custom segment.
3. Select the Application and Sourcing tab.

Use the appropriate Field ID based on how you want the field to appear in Expensify:

How to configure a NetSuite custom list

Unlike custom segments and custom records, available custom lists are automatically populated in the setup wizard.

1. Under Accounting > Configure > Import, click Add custom list.
2. Select the custom list from the Name picker.
3. Choose whether it should appear as Tags or Report fields.
4. Enter the Transaction Field ID.
5. Complete the wizard.

How to find the Transaction Field ID for a custom list

1. In NetSuite, enter Transaction Line Fields in Global Search.
2. Open the transaction line field associated with your custom list.
3. Copy the Transaction Field ID shown on the left side of the page.

What happens after you import a NetSuite custom accounting field

After the import completes:

• The field becomes available in your workspace.
• Members can select it when coding expenses.
• Depending on your configuration, the field appears as either Tags or Report fields.
• If you add or update values in NetSuite, you can re-import the field to synchronize the changes.

FAQ

Should I choose Custom segment or Custom record?

Choose the option that matches how the accounting field is configured in your NetSuite account. Both options require the same custom segment information during setup because custom records are imported through their associated custom segment.

What’s the difference between Tags and Report fields?

• Tags are applied at the line-item level.
• Report fields are applied at the report level.

Why don’t I have to enter the name of a custom list manually?

Unlike custom segments and custom records, Expensify retrieves the available custom lists from your NetSuite connection, so you simply select one from the Name picker during setup.