NetSuite: Coding an invoice
The NetSuite integration supports general ledger coding of non-PO invoices. This means you can code invoices using ReadSoft Online and send the account-coding data to NetSuite along with the captured invoice data. ReadSoft Online makes coding easy by combining accounting codes and segments from NetSuite with ReadSoft Online's automatic coding suggestions.
To utilize these features:
- Configure saved searches for customsearchrsoglaccounts and optionally customsearchrsocustomers and/or customsearchrsoprojects, depending on how you code invoices. You can configure additional saved searches, but customsearchrsoglaccounts is the only one that is required for account coding.
- Add each coding field and any other supported coding segments ( Location, Department, Class, Memo, Project, Customer, Amount) that you require to the Workflow service.
- Enable automatic coding suggestions in the Coding configuration settings.
- Select Allow balancing against total amount, and set the Balancing amount to Net amount.