Oracle NetSuite: Determining default approval status for bills syncing to Oracle NetSuite
When a bill syncs from Cashflow360 to Oracle NetSuite, the approval status is determined by the settings in Oracle NetSuite.
Jump to:
- Enable approval routing in Oracle NetSuite
- Set default vendor approval status
- Enable custom vendor approvals
Enable approval routing in Oracle NetSuite
- In Oracle NetSuite, hover over Setup > Accounting, select Accounting Preferences
- Select the Approval Routing subtab
- Check Vendor Bills
- If Vendor Bills is checked, any bill syncing to or created in Oracle NetSuite will have a default status of Pending Approval
- If Vendor Bills is unchecked, any bill syncing to or created in Oracle NetSuite will have a default status of Approved
- Select Save
Set default vendor approval status
- In Oracle NetSuite hover over Setup > Accounting, select Accounting Preferences
- Select Order Management subtab
- In the Default Vendor Bill Status field, choose one of the following:
- Approved – Bills default to an Approved status. No further review or processing is required before a payment is processed
- Pending Approval – Bills default to a Pending Approval status. Someone with permission must approve the bill before a payment can be processed for it
- Select Save
Enable custom vendor approvals
Contact Oracle NetSuite Customer Support for assistance with enabling custom vendor approvals.
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