Import documents to Netsuite as Vendor Bills
Step 1: Upload your bills to bluesheets
bluesheets extracts all information from your invoice document, including the full line item detail.
Case-in-point: An invoice with line items that are to be sent to different account codes.
Step 2: Establish connection your Netsuite account via the export integrations tab
Step 3: Set up a Netsuite export rule
Rules define the export mapping logic that bluesheets will apply. A rule is anchored by a unique set of Supplier + Tag + Document Type + Export Integration.
Under a rule, define the following:
- Type of Export
- Single (Header Values) -> This option is used when the full invoice amount should be allocated to a single account code
- Multiple Line Items -> This option is used when line items should be allocated to various account codes
- Multiple Separate (Line items as separate documents) -> This option is typically applied to sales invoices, whereby various payment methods might be published as individual sales invoices for reconciliation with the incoming payout from a payment vendor.
- Vendor: This is your Netsuite list of Vendors
- Expense Account: This is your Chart of Accounts
- Location (optional)
- Subsidiary (optional)
- Memo (optional)
- Line Expense Options
- Using identifier keywords from line item description captured by bluesheets, set up mapping to various account codes.
Step 4: Export your document and observe your Vendor Bill published in seconds
