Table of Contents

How do I make an update to a field that I’ve already mapped?

Use the NetSuite configuration page. Navigate to the page via Settings > Integrations > NetSuite Integration > Configuration.

Navigate to the line titled Chart of Accounts, Location, or Class, and click the Configure button. This will open a list of fields in NetSuite and the associated field names in Divvy. Find the field in question, make your adjustments, and click Save.

How do I map a new account in my chart of accounts from NetSuite into Divvy?

Using the NetSuite configuration page, navigate to the line titled Chart of Accounts and click the Configure button. This will open a list of accounts in NetSuite and the associated field names in Divvy. Make your adjustments, and click Save.

Pro-Tip: Use the Account Types drop down at the top of the page to easily toggle between your different account types.

Can I map multiple Divvy fields to a single chart of accounts?

This is not currently possible.

Can I set up my integration to automatically sync?

Yes! Divvy’s integration with NetSuite allows for automatic syncing at the end of each day. Toggle the Auto Sync button in the NetSuite configure menu if you’d like to enable auto syncing of your transactions.

Here is what happens when the toggle is activated.

  • Divvy will sync with your accounting software nightly. (Generally around midnight)

  • Divvy will look back to completed transactions for the last 7 days, and it will only sync transactions that have never been synced before.

  • If a transaction takes more than seven days to complete, it will not be synced via the auto-sync.

  • The seven-day clock starts on the day that the transaction clears.

If I need to adjust my integration do I need to start over with the set up wizard?

Nope! You can use the configuration page to make any adjustments that are needed.

If I make changes to my account and field mapping, will it affect my books in the past?

No. Only future transactions will be affected.

What data gets transferred to NetSuite from Divvy?

Divvy will make the expense journal entry, complete with accounts, class, location, and department (if mapped) and memo/description consisting of the cardholder name, budget, and any user notes added to a transaction. The entry is made to the Divvy Credit Card GL assigned during setup.

What do the journal entries look like?

Divvy will make the expense journal entry, complete with accounts, class, location, and department (if mapped) and memo/description consisting of the cardholder name, budget, and any user notes added to a transaction. The entry is made to the Divvy Credit Card GL assigned during setup.

How do Vendors work with the integration?

Divvy does Vendor management for you. The integration first searches for a matching vendor. If one doesn't exist we will create a clean vendor record (no duplicate vendors for store numbers or order numbers appended to the merchant name) for you so that you have detailed data on each transaction. Going forward we will post to that vendor record each time you transact business with that vendor.

How are split transactions handled in the integration?

Split transactions are entered as individual credit card charge line items, not as multiple line items on a single charge.

How many people do I need to assign the role to in NetSuite?

The integration role only needs to be assigned to the person who would normally make the journal entries. Any Divvy admin can initiate a sync. Entries will be made on behalf of the user for whom the role was created.

How do I reconcile?

Divvy makes the expense entries for you: Debit Expense, Credit the CC liability. The payment entries should be made with the bank account reconciliation as a transfer from the bank to the liability. The balance in the credit card liability will match the Divvy statement for the same period.

How do I prevent duplicate entries?

Divvy keeps track of entries and updates them rather than recreating them, but only if the initial entries are made with the integration. Manual entries can be duplicated. Limit syncing to periods you did not make manual entries for when first using the integration. Use filters to quickly reference transactions you wish to sync.

What if I need to change users the integration is assigned to?

Changing the user that a role is assigned to requires recreating the keys and tokens that Divvy uses to authenticate with NetSuite. This can be done by editing the Integration record and Access tokens in NetSuite and refreshing tokens after reassigning the user. These refreshed tokens can be changed on the integration setup in Divvy by removing the integration and reauthenticating.

What if I can't see my CC account during the setup?

There are several reasons you may not be able to see the default credit card account ledger in the setup drop down. First, make sure that the account is available in the indicated subsidiary. Then ensure that the credit card account is set up as a credit card ledger account (or bank account if you have a deposit balance). Divvy does not support Bill Payments for the Divvy Credit Card at this time.

What if my tokens are no longer valid?

You will be prompted to refresh your tokens and re-enter them in Divvy.

The subsidiary I want to assign the integration to is not visible in Divvy. What do I do?

You may need to adjust the role permissions in NetSuite.

- In NetSuite, go to Manage roles>Divvy Integration Role>Edit Role. Under Subsidiary Restrictions, choose one of the following options:

All – Grants the role access to all subsidiaries, including inactive subsidiaries.

Active – Grants the role access to the active subsidiaries only.

User Subsidiary – Restricts the role’s access to the user’s subsidiary set on the employee record.

Selected – You select the subsidiaries to which you want to restrict the role’s access.

I can't select my custom field in the mapping screen?

Custom fields must be created as single select custom fields in order to be used for mapping in the integration. If you created multi-select fields and want to map them you will have to recreate them in Divvy as single Select.

Why won't a receipt sync with the transaction?

In most cases, the receipt did sync but some settings may prevent the receipt from being viewed. Try these troubleshooting steps below in order to view the receipt:

  • In NetSuite, open the Setup page, select the Company option, and open your General Preferences page (Setup > Company > General Preferences). From this page, uncheck the Hide Attachment Folders option.

  • Ensure that the user who enable the integration in Divvy has adequate privileges to view and add files in NetSuite. Have the user open the Attachments Received folder under Documents > Files. If the Add File button is not clickable, they need to have the appropriate permissions assigned by the NetSuite admin.

  • View the NetSuite journal entry and verify that the receipt is in a supported file, such as JPEG or PNG.

I don't see "Soap Web Services" when setting up the role in NetSuite. What should I do?

Prior to version 2020.1 of NetSuite, this was simply referred to as "Web Services." Your current version is listed in NetSuite at the bottom of the home dashboard. If you do not see "Soap Web Services" listed in the role setup permissions search for "Web Services" and set this permission to full. Alternatively, you may need to enable web services in Setup>Company>Enable Features.

Do reimbursements sync with my NetSuite integration?

No. Reimbursements do not automatically sync with the NetSuite accounting integration. You can export reimbursements as a CSV file by clicking the Export icon on the Reimbursements page, which you can then upload to your accounting system.

Error Handling and Resolution

Syncing errors are displayed in the transaction table and specific errors can be viewed by hovering over the sync status icon.

  • Vendor Syncing errors:

  • Bad Request: ERROR|DUP|VENDOR_NAME|There is already a vendor using that entity name. . . . You may encounter issues syncing or creating vendors. This is typically a subsidiary conflict. Make sure the vendor is available in the desired subsidiary. This can also be a name conflict. Make sure you do not have multiple vendors with the same name but different cases.

If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.

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