Why are Expense Reports not getting pulled from NetSuite to ApprovalMax?

Why are Expense Reports not getting pulled from NetSuite to ApprovalMax?

If you have created an Expense Report in NetSuite and it doesn't show in ApprovalMax after synchronisation, please follow these steps:

  1. Make sure that the respective workflow has been activated:

  1. Double-check that all Expense Reports in NetSuite have actually been submitted for approval (i.e., they have the Pending Approval status in NetSuite).
  2. Click on the synchronisation button    in the top right-hand corner (to sync documents between NetSuite and ApprovalMax):

  3. Check the Expense Reports folder.

    • Related Articles

    • How to pull Expense Reports from NetSuite

      You can configure ApprovalMax in a way that it pulls all Expense Reports in the Pending Approval status from NetSuite and starts the respective approval workflow for them. In order to do so, go to the Expense Report workflow, click on the Add ...
    • How does the approval of NetSuite Expense Reports work?

      ApprovalMax enables multi-step approval workflows for NetSuite Expense Reports. This is how it works: Expense Reports are created in NetSuite in the Pending Approval status. ApprovalMax pulls these Expense Reports, including all relevant details. ...
    • How can I stop pulling Expense Reports from NetSuite?

      ApprovalMax only pulls Expense Reports from NetSuite that have the Pending Approval status if the respective Expense Report workflow has been set up and activated. If you don't want to use Expense Report approvals at all, then just deactivate the ...
    • 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 ...
    • 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 ...