From 2888230032e9c945f7a58893bc15fca1ee5406d5 Mon Sep 17 00:00:00 2001 From: greg-schroeder Date: Sun, 17 Nov 2024 22:25:59 -0800 Subject: [PATCH] Update Configure-Netsuite.md to reflect "workspace" in lieu of "policy" --- .../connections/netsuite/Configure-Netsuite.md | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/docs/articles/expensify-classic/connections/netsuite/Configure-Netsuite.md b/docs/articles/expensify-classic/connections/netsuite/Configure-Netsuite.md index aecf21acfc3f..068e4dd5bca9 100644 --- a/docs/articles/expensify-classic/connections/netsuite/Configure-Netsuite.md +++ b/docs/articles/expensify-classic/connections/netsuite/Configure-Netsuite.md @@ -40,18 +40,18 @@ The three options for the date your report will export with are: **Expense Reports:** Expensify transactions will export reimbursable expenses as expense reports by default, which will be posted to the payables account designated in NetSuite. -**Vendor Bills:** Expensify transactions export as vendor bills in NetSuite and will be mapped to the subsidiary associated with the corresponding policy. Each report will be posted as payable to the vendor associated with the employee who submitted the report. You can also set an approval level in NetSuite for vendor bills. +**Vendor Bills:** Expensify transactions export as vendor bills in NetSuite and will be mapped to the subsidiary associated with the corresponding workspace. Each report will be posted as payable to the vendor associated with the employee who submitted the report. You can also set an approval level in NetSuite for vendor bills. -**Journal Entries:** Expensify transactions that are set to export as journal entries in NetSuite will be mapped to the subsidiary associated with this policy. All the transactions will be posted to the payable account specified in the policy. You can also set an approval level in NetSuite for the journal entries. +**Journal Entries:** Expensify transactions that are set to export as journal entries in NetSuite will be mapped to the subsidiary associated with this workspace. All the transactions will be posted to the payable account specified in the workspace. You can also set an approval level in NetSuite for the journal entries. - Journal entry forms by default do not contain a customer column, so it is not possible to export customers or projects with this export option - The credit line and header level classifications are pulled from the employee record ## Export Settings for Non-Reimbursable Expenses -**Vendor Bills:** Non-reimbursable expenses will be posted as a vendor bill payable to the default vendor specified in your policy's connection settings. If you centrally manage your company cards through Domains, you can export expenses from each card to a specific vendor in NetSuite. You can also set an approval level in NetSuite for the bills. +**Vendor Bills:** Non-reimbursable expenses will be posted as a vendor bill payable to the default vendor specified in your workspace's connection settings. If you centrally manage your company cards through Domains, you can export expenses from each card to a specific vendor in NetSuite. You can also set an approval level in NetSuite for the bills. -**Journal Entries:** Non-reimbursable expenses will be posted to the Journal Entries posting account selected in your policy's connection settings. If you centrally manage your company cards through Domains, you can export expenses from each card to a specific account in NetSuite. +**Journal Entries:** Non-reimbursable expenses will be posted to the Journal Entries posting account selected in your workspace's connection settings. If you centrally manage your company cards through Domains, you can export expenses from each card to a specific account in NetSuite. - Expensify Card expenses will always export as Journal Entries, even if you have Expense Reports or Vendor Bills configured for non-reimbursable expenses on the Export tab - Journal entry forms do not contain a customer column, so it is not possible to export customers or projects with this export option