PlanMill Expense Connector for NetSuite – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

PlanMill Expense Connector for NetSuite

The PlanMill Expense Connector for NetSuite allows you to integrate PlanMill ERP with NetSuite.

When NetSuite is your chosen accounting solution then activate the PlanMill Expense Connector for NetSuite to automatically transfer your Expense files via SFTP connection.

Features

  • Automatic transfer of Expenses into accounting
  • Support for PDF attachments
  • Support for dimensions

Requirements

  • PlanMill PROJECT or ERP
  • PlanMill Expense Connector for NetSuite (add-on)
  • NetSuite agreement including a connector between SFTP server and NetSuite
  • Finvoice XML compatibility required

Get started

  1. Order your PlanMill Expense Connector for NetSuite add-on service.
  2. Contact your internal IT or a NetSuite partner to establish connection between PlanMill and NetSuite via SFTP.
  3. Provide us these details:
    • SFTPuser, SFTPHost, SFTPpass, SFTPport
    • Target folder for files
    • dimension details if used
  4. We have a default Expense type list. If neccessary Expense types can be hidden or created a new.
  5. Those Expense types are bind to account numbers and itemmapping

More information

  • Contact us at sales@planmill.com to find out how PlanMill Expense Connector for NetSuite can help your business.
  • Or find out more about PlanMill Expense Connector for NetSuite, click here.
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