Why are Bills not getting pulled from NetSuite to ApprovalMax?
If you have created a Bill in NetSuite and it doesn't show in ApprovalMax after synchronisation, please follow these steps:
- Make sure that the respective workflow is active:
- Check that all Bills in NetSuite have actually been submitted for approval (i.e., have the Pending Approval status in NetSuite).
- Click on the synchronisation button in the top right-hand corner (to sync documents between NetSuite and ApprovalMax):
- Check the Bills folder.
Why is the accountant not getting notified? (NetSuite)
All Bills pulled to ApprovalMax from NetSuite are created on behalf of a user called NetSuite Requester. This user is notified about all key events: approvals, rejections, comments. A common reason for the NetSuite Requester to not get any ...
How to pull Bills from NetSuite
It is possible to configure ApprovalMax in a way that it pulls all Bills in the Pending Approval status from NetSuite and starts the respective approval workflow for them. In order to do so, go to the Vendor Bill workflow, click on the Add Requester ...
NetSuite Getting Started Guide
ApprovalMax extends the online accounting platform NetSuite with approval-driven financial controls for Accounts Payable. It replaces paper- and email-based approvals with fully automated multirole and multitiered approval workflows to ensure spend ...
How does the approval of NetSuite Bills work?
ApprovalMax enables multi-step approval workflows for NetSuite Bills. This is how it works for Bills created in NetSuite: Bills are created in NetSuite in the Pending Approval status. ApprovalMax pulls these Bills, including all relevant details. ...
How do I set up the "Pull from Oracle NetSuite" step for Bills?
All Bills in NetSuite with the status Pending Approval will be picked up by ApprovalMax and put through the designated approval process. Unfortunately, ApprovalMax does not know the details of who has created which Bill in NetSuite because all Bills ...