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Overview of Weel’s NetSuite ERP integration

  • Updated

Weel’s integration with NetSuite helps you close your books faster by automating expense exports, improving coding accuracy, and streamlining your reconciliation process. Whether you're new to Weel or connecting an existing account, this guide gives you a clear overview of how the integration works. 

 

 

 

What the integration does

Once Weel is connected to NetSuite:

  • Chart of Accounts, Classes, Departments & Locations are imported from NetSuite into Weel to enable accurate coding of transactions.

  • Approved transactions export to NetSuite as Purchase Checks, including vendor details, GL code, class, project, department, invoice attachments and a direct link to the transaction in Weel.
  • A corresponding bank feed entry is automatically recorded via Weel’s bank feed, enabling seamless reconciliation in NetSuite - no manual data entry required.
  • Weel matches transactions to existing vendors in your accounting software. If no match is found, you can choose to export to a single ‘Weel’ vendor or have a new vendor created. 
  • Multi-step approval workflows can be enabled in Weel. Transactions must be approved before they can export giving you full control over when data syncs to Netsuite.

 

How to get setup

  1. Implementation Call
    Contact your Customer Success Manager to book a 30 min implementation call. Before the call, you’ll need to complete some configuration in NetSuite - allow around 45 minutes for this setup. Follow the steps outlined here.
     
  2. Mapping Configuration
    During the setup, you’ll map your Chart of accounts, Departments, Classes, and Locations from NetSuite into Weel.
     
  3. Transaction Processing
    Use Weel as normal - make purchases, upload receipts, and code expenses. You can optionally enable approval workflows to control when transactions are ready to export.
     
  4. Automatic Export & Reconciliation
    Once transactions are approved and cleared, they’ll automatically sync to NetSuite the following day as Purchase Checks. A matching bank feed entry is also created to support fast, accurate reconciliation.

 

FAQs

What data syncs into Weel when I integrate with Netsuite?

  • Chart of Accounts
  • Location
  • Class
  • Department

 

What data is populated in Netsuite when a transaction is exported from Weel?

When creating a vendor the following is populated:

  • Name
  • Address as AUD
  • Currency as AUD
  • Primary subsidiary
  • Type as company

When creating an expense (check) the following is populated on the primary information level:

  • Account
  • Payee
  • Currency
  • Date
  • Posting period

And the following on each line item:

  • Account
  • Amount
  • Memo (includes link back to Weel for attachment)
  • Department
  • Class
  • Location

 

Can I control when data exports? 

Yes — approvals in Weel can be used to hold back transactions until they’re ready to export.

 

What about multi-entity businesses?

You can either:

  • Create one Weel account per subsidiary and link them individually, or
  • Use our upcoming feature to connect one Weel account to multiple subsidiaries

 

Supporting Help Articles