With the AMEX Corporate Card Integration SuiteApp, you can automatically import expenses charged by employees to their corporate American Express (AMEX) cards. You can set up NetSuite to import expenses on a daily basis and map each expense to your existing expense categories. Employees receive an email notification when new expenses are available. A reminder also appears in the Reminder portlet on the NetSuite Home page.
Employees can click the link in the notification or reminder to see a list of their imported expenses. You can add imported expenses to a new expense report directly from the imported expenses list. You can also add imported expenses from an expense report transaction by clicking Imported Expenses and selecting the expenses you want to add.
The following are required to set up AMEX integration with NetSuite:
- Expense Reporting
- AMEX Corporate Card Integration SuiteApp
- Credentials for the AMEX gateway
- A role with Full access to the Financial Institution Records permission
American Express is currently the only supported credit card company for automatic integration. You can set up manual integrations by creating your own plugins. For more information, see Financial Institution Records.If you manually configure integration with a credit card other than American Express, you cannot import expenses from different cards to a single expense report. For example, you cannot include expenses charged to both a corporate American Express and Visa on the same expense report.