An update has been made to the integration between NetSuite and Zevoy. Following this update, the permission level for Expense Report needs to be changed from Create to Full.
If this setting is not updated, the integration data export will fail, and the system will display an error message regarding missing permissions. This change must be made within your organization's own NetSuite environment – no actions are required on the Zevoy side.
Additionally, the "Receipt" field must be enabled if this has not been done already. Instructions for this can be found below.
Permissions Required:
| Permission | Level |
Transactions: | Make Journal Entry | Create |
| Expense Report | Full |
Lists: | Accounts | View |
| Classes | View |
| Departments | View |
| Documents and Files | Create |
| Locations | View |
| Tax Records | View |
| Currency | View |
| Employee | View |
| Expense Categories | View |
| Employee Records | View |
Setup: | Custom Segments | View |
| SOAP Web Services | Full |
| User Access Tokens | Full |
Receipt files
In order for Zevoy to attach the receipt file to the expense report, the 'Receipt' field must exist and be enabled in the customer's NetSuite settings. This is configured in NetSuite as follows:
Expense Report
Customize
Screen fields
Expenses
activate the 'Receipt' box.