Automatically export receipt files from your card expenses into NetSuite as part of your NetSuite integration, so your documentation stays with the transaction record.
Set up the export
- In NetSuite, go to Documents > File > File Cabinet > New.
- Create a folder named exactly Weel Invoices. The export only works if the folder uses this exact name.
- Click Save.
What happens next
That's it - future receipts export automatically once the folder exists. Receipt files attached to card expenses in Weel export and appear under the Communication tab on the matching cheque (Purchase Check) record in NetSuite, alongside the transaction itself.