Configure NetSuite custom coding fields

Expensify lets you import NetSuite custom accounting fields so members can code expenses with additional accounting dimensions.

You can import:

• Custom segments
• Custom records (through their associated custom segment)
• Custom lists

Imported fields can be displayed as either:

• Tags (line-item level)
• Report fields (report level)

Who can configure NetSuite custom segments, custom records, and custom lists

Workspace Admins who are connected to a NetSuite integration can configire custom coding.

Click the navigation tabs (on the left on web, on the bottom on mobile), then select Workspaces > [Workspace Name] > Accounting > Configure > Import.

How to configure a NetSuite custom segment or custom record

Although the setup wizard lets you choose Custom segment or Custom record, both options require the same NetSuite information because custom records are imported through their associated custom segment.

1. Under Accounting > Configure > Import, click Add custom segment/record.
2. Choose Custom segment or Custom record.
3. Enter the custom segment Name.
4. Enter the custom segment Internal ID.
5. Enter the custom segment Script ID.
6. Choose whether the field should appear as Tags or Report fields.
7. Complete the wizard.

How to find the custom segment name in NetSuite

1. In NetSuite, go to Customization > Lists, Records, & Fields > Custom Segments.
2. Copy the custom segment Name.

How to find the custom segment Internal ID in NetSuite

Before locating the Internal ID:

1. In NetSuite, go to Home > Set Preferences.
2. Enable Show Internal IDs.

Then:

1. Go to Customization > Lists, Records, & Fields > Custom Segments.
2. Open the custom segment.
3. Click the Custom Record Type link.
4. Copy the Internal ID from the table at the bottom of the page.

How to find the custom segment Script ID in NetSuite

1. Go to Customization > Lists, Records, & Fields > Custom Segments.
2. Open the custom segment.
3. Select the Application and Sourcing tab.

Use the appropriate Field ID based on how you want the field to appear in Expensify:

How to configure a NetSuite custom list

Unlike custom segments and custom records, available custom lists are automatically populated in the setup wizard.

1. Under Accounting > Configure > Import, click Add custom list.
2. Select the custom list from the Name picker.
3. Choose whether it should appear as Tags or Report fields.
4. Enter the Transaction Field ID.
5. Complete the wizard.

How to find the Transaction Field ID for a custom list

1. In NetSuite, enter Transaction Line Fields in Global Search.
2. Open the transaction line field associated with your custom list.
3. Copy the Transaction Field ID shown on the left side of the page.

What happens after you import a NetSuite custom accounting field

After the import completes:

• The field becomes available in your workspace.
• Members can select it when coding expenses.
• Depending on your configuration, the field appears as either Tags or Report fields.
• If you add or update values in NetSuite, you can re-import the field to synchronize the changes.

FAQ

Should I choose Custom segment or Custom record?

Choose the option that matches how the accounting field is configured in your NetSuite account. Both options require the same custom segment information during setup because custom records are imported through their associated custom segment.

What’s the difference between Tags and Report fields?

• Tags are applied at the line-item level.
• Report fields are applied at the report level.

Why don’t I have to enter the name of a custom list manually?

Unlike custom segments and custom records, Expensify retrieves the available custom lists from your NetSuite connection, so you simply select one from the Name picker during setup.