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:
- Make sure that the respective workflow has been activated:
- Double-check that all Expense Reports in NetSuite have actually been submitted for approval (i.e., they 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 Expense Reports folder.
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