Sync Matrix for Oracle NetSuite
| General | |
|---|---|
| Chart of Accounts/Sub-accounts | 2-way |
| Departments | 2-way |
| Locations | 2-way |
| Classes | 2-way |
| Employees | NA |
| Project/Jobs | 1-way from Oracle NetSuite (Requires Bundle 3.1 or later) |
| Bank Account Balance | NA |
| Payables | |
|---|---|
| Vendors | 2-way |
| Unpaid Bills | 2-way* |
| Partially or Fully Paid Bills | 1-way from Cashflow360 |
| Bill Deletions | 2-way; bill must be in an open period and completely unpaid† |
| AP Bill Payments | 1-way from Cashflow360 |
| Unapplied Vendor Credits | 2-way* |
| Partially or Fully Applied Vendor Credits | 1-way from Cashflow360 (Vendor credit application that partially pays a bill, won't sync until the bill is paid in full) |
| Voids | 1-way from Cashflow360 |
| Bill attachments | 1-way to Cashflow360 |
*Option for 1-way sync also available. 1-way sync is managed in the Bill.com Preferences within NetSuite in the Transactions Subtab. It is suggested to change this setting as little as possible to avoid sync errors and confusion as to what should have synced, and when. †Vendors shared across subsidiaries need to be updated in Oracle Netsuite
| Receivables | |
|---|---|
| Customers/Sub-customers | 2-way (if AR sync is enabled) |
| Items | 2-way (if AR sync is enabled) |
| Unpaid Invoices | 2-way (if AR sync is enabled) |
| Partially or Fully Paid Invoices | 1-way from Cashflow360 (if AR sync is enabled) |
| Sales Tax | 1-way to Cashflow360 (if AR sync is enabled) |
| AR Payments | 1-way from Cashflow360 (if AR sync is enabled) |
| Credit Memos | NA |
| AR Funds Transfers | 1-way from Cashflow360 (if AR sync is enabled) |
| Voids | 1-way from Cashflow360 (if AR sync is enabled) |
| Invoice attachments | 1-way to Cashflow360 (if AR sync is enabled) |
Notes:
- Customers shared across subsidiaries need to be updated in Oracle Netsuite
- AR sync is not available by default and must be enabled separately. See the Oracle NetSuite Accounts Receivables sync: Frequently asked questions (FAQ) article for more info.
| Other | |
|---|---|
| Auto Sync | Yes |
| Books Closed Date | 1-way to Cashflow360 |
*Option for 1-way sync also available (please contact Customer Support)
ACCOUNT SETUP View all
Load more