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 (please contact Customer Support) †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
