From 67d8cef38e7e0361666944193b08739e54ae6fda Mon Sep 17 00:00:00 2001 From: Ted Harris Date: Mon, 19 Oct 2026 21:59:52 +0100 Subject: [PATCH 1/2] docs: add NetSuite SuiteTax setup guidance --- .../netsuite/Configure-Netsuite.md | 2 +- .../netsuite/Connect-To-NetSuite.md | 27 ++++++++++++++++--- .../Export-Errors/NS0056-Export-Error.md | 2 ++ 3 files changed, 26 insertions(+), 5 deletions(-) diff --git a/docs/articles/new-expensify/connections/netsuite/Configure-Netsuite.md b/docs/articles/new-expensify/connections/netsuite/Configure-Netsuite.md index c46a0defe2d2..11eee5820a50 100644 --- a/docs/articles/new-expensify/connections/netsuite/Configure-Netsuite.md +++ b/docs/articles/new-expensify/connections/netsuite/Configure-Netsuite.md @@ -41,7 +41,7 @@ To control what data is imported from NetSuite: - Employee Defaults - **Customers and Projects** – Import as Tags or Report Fields - To support **cross-subsidiary data**, enable **Intercompany Time and Expense** under **Setup > Company > Enable Features > Advanced Features** -- **Tax** – Imports NetSuite Tax Groups into the **Taxes** tab +- **Tax** – Imports Tax Groups from legacy tax accounts or individual Tax Codes from SuiteTax accounts - **Custom Segments and Records** – Import as Tags or Report Fields - Use Field IDs from NetSuite’s **Transactions** tab - Do not use the “Filtered by” feature in NetSuite Custom Segments diff --git a/docs/articles/new-expensify/connections/netsuite/Connect-To-NetSuite.md b/docs/articles/new-expensify/connections/netsuite/Connect-To-NetSuite.md index d841ec715e4b..0c9ab8ea1126 100644 --- a/docs/articles/new-expensify/connections/netsuite/Connect-To-NetSuite.md +++ b/docs/articles/new-expensify/connections/netsuite/Connect-To-NetSuite.md @@ -38,7 +38,7 @@ Complete these steps in order. Each step has its own section below with detailed 7. Check your expense report transaction forms 8. Check your vendor bill transaction forms 9. Check your vendor credit transaction forms -10. Set up tax groups in NetSuite +10. Configure taxes in NetSuite 11. Connect Expensify to NetSuite using OAuth 2.0 If you're connecting with token-based authentication instead, follow the steps in **How to connect to NetSuite using token-based authentication** below. @@ -134,9 +134,28 @@ Expense categories map to Expensify categories and are linked to GL accounts so --- -## How to set up tax groups in NetSuite +## How to configure taxes in NetSuite -Expensify supports Tax Groups, not individual Tax Codes, except when you use SuiteTax. Under **Setup > Accounting > Set Up Taxes**, set **Tax Code Lists Include** to **Tax Groups And Tax Codes** or **Tax Groups Only**. In the UK and Ireland, make sure each Tax Group contains only one Tax Code. +SuiteTax accounts import individual Tax Codes. Legacy tax accounts import Tax Groups. + +### SuiteTax accounts + +If the account uses SuiteTax, complete these steps: + +1. Go to **Setup > Users/Roles > Manage Roles**. +2. Edit the role used for the Expensify connection. +3. Under **Permissions > Lists**, set **Tax Details Tab** to **Full**. +4. Click **Save**. +5. Go to **Setup > SuiteTax Engine > SuiteTax Engine Roles**. +6. Add the role used for the Expensify connection. +7. Set the access level to **Full**. +8. Click **Save**. + +Do not complete the Tax Group steps below. + +### Legacy tax accounts + +For legacy tax accounts, under **Setup > Accounting > Set Up Taxes**, set **Tax Code Lists Include** to **Tax Groups And Tax Codes** or **Tax Groups Only**. In the UK and Ireland, make sure each Tax Group contains only one Tax Code. To create a Tax Group: @@ -198,7 +217,7 @@ Complete these steps in order. Steps 1 and 5–11 are the same as for an OAuth 2 8. Check your expense report transaction forms 9. Check your vendor bill transaction forms 10. Check your vendor credit transaction forms -11. Set up tax groups in NetSuite +11. Configure taxes in NetSuite 12. Connect Expensify to NetSuite using access tokens --- diff --git a/docs/articles/new-expensify/connections/netsuite/Troubleshooting/Export-Errors/NS0056-Export-Error.md b/docs/articles/new-expensify/connections/netsuite/Troubleshooting/Export-Errors/NS0056-Export-Error.md index 0a79d8edcef6..bdee8a586a0f 100644 --- a/docs/articles/new-expensify/connections/netsuite/Troubleshooting/Export-Errors/NS0056-Export-Error.md +++ b/docs/articles/new-expensify/connections/netsuite/Troubleshooting/Export-Errors/NS0056-Export-Error.md @@ -168,6 +168,8 @@ Only reports with a positive reimbursable amount can be exported. 4. Under **Permissions > Lists**, set **Tax Details Tab** to **Full**. 5. Click **Save**. +This permission remains required when **Export Foreign Currency Amount** is disabled. + --- # FAQ From e42f6982930f19dc9abe2782ae319d3ba26a700c Mon Sep 17 00:00:00 2001 From: "Ted Harris (via MelvinBot)" Date: Mon, 19 Oct 2026 22:31:14 +0000 Subject: [PATCH 2/2] Address review comments on NetSuite SuiteTax setup steps Co-authored-by: Ted Harris --- .../netsuite/Connect-To-NetSuite.md | 19 ++++++++++--------- 1 file changed, 10 insertions(+), 9 deletions(-) diff --git a/docs/articles/new-expensify/connections/netsuite/Connect-To-NetSuite.md b/docs/articles/new-expensify/connections/netsuite/Connect-To-NetSuite.md index 0c9ab8ea1126..d990c2770358 100644 --- a/docs/articles/new-expensify/connections/netsuite/Connect-To-NetSuite.md +++ b/docs/articles/new-expensify/connections/netsuite/Connect-To-NetSuite.md @@ -138,24 +138,25 @@ Expense categories map to Expensify categories and are linked to GL accounts so SuiteTax accounts import individual Tax Codes. Legacy tax accounts import Tax Groups. -### SuiteTax accounts +**SuiteTax accounts** If the account uses SuiteTax, complete these steps: 1. Go to **Setup > Users/Roles > Manage Roles**. 2. Edit the role used for the Expensify connection. 3. Under **Permissions > Lists**, set **Tax Details Tab** to **Full**. -4. Click **Save**. -5. Go to **Setup > SuiteTax Engine > SuiteTax Engine Roles**. -6. Add the role used for the Expensify connection. -7. Set the access level to **Full**. -8. Click **Save**. +4. Select **Save**. +5. Go to **Setup > SuiteTax Engine > Manage SuiteTax Engine Roles**. +6. Select **Assign SuiteTax Engine Permissions to Role**. +7. In the **Role** field, choose the role used for the Expensify connection. +8. On the **SuiteTax Engine Permissions** subtab, set each permission to **Full**. +9. Select **Save**. -Do not complete the Tax Group steps below. +Do not complete the **Legacy tax accounts** steps. -### Legacy tax accounts +**Legacy tax accounts** -For legacy tax accounts, under **Setup > Accounting > Set Up Taxes**, set **Tax Code Lists Include** to **Tax Groups And Tax Codes** or **Tax Groups Only**. In the UK and Ireland, make sure each Tax Group contains only one Tax Code. +If the account uses legacy taxes, under **Setup > Accounting > Set Up Taxes**, set **Tax Code Lists Include** to **Tax Groups And Tax Codes** or **Tax Groups Only**. In the UK and Ireland, make sure each Tax Group contains only one Tax Code. To create a Tax Group: