How to complete your NetSuite setup after linking Weel – Weel Help Centre

Now that you've linked your Weel account with NetSuite, complete these steps to sync your chart of accounts, custom fields, and vendor exports.

Before you start

NetSuite integration is available to businesses registered in Australia on the Enterprise plan. If you can't see the NetSuite option under Settings > Integrations, contact us about upgrading.

Steps

Wait for the initial sync to complete. Allow around 30 minutes for Weel to finish syncing with NetSuite before you map your chart of accounts or check for exports.
Assign GL codes. Go to Settings > Chart of accounts and map your NetSuite GL codes to your Weel spend categories.
Set up custom fields. Go to Settings > Expense fields. Turn the toggle off if you don't want to use custom fields.
- To customise a field: click it, set who needs it (all, some, or no budgets), or delete it if unused. Click Update custom field to save.
Set up attachment exports (optional). In NetSuite, go to Documents > File > File Cabinet > New and create a folder named exactly Weel Invoices. This exact name is required; Weel won't create the folder for you. Click Save.
Decide how to handle exports to new vendors. By default, Weel creates a new vendor in NetSuite when it can't match a transaction to an existing one.
- To export unmatched transactions to a generic Weel expenses vendor instead, go to Settings > Integrations, find your NetSuite integration, and toggle on Match vendors on export.
Let ongoing exports run automatically. Once setup is complete, your completed and approved card transactions export to NetSuite on Weel's regular sync schedule (currently daily). This isn't instant, so don't worry if a just-approved transaction doesn't appear right away.

Need help?