Sync with Oracle NetSuite: At a glance

This article will give you an overview of how our sync with Oracle NetSuite works. If you are looking to setup your sync, please check out the sync setup article linked at the bottom of this page.

Sync Overview

Accounts Payable

Accounts Receivable

* AR sync is not available by default and must be enabled separately. See the Oracle NetSuite Accounts Receivables sync: Frequently asked questions (FAQ) article for more info.

Oracle NetSuite to Bill Manager

With each sync, Bill Manager picks up any changes in Oracle NetSuite to:

• Accounts
• Vendors*
• Items
• Classes
• Locations
• Projects/Jobs (Requires Bundle 3.1 or later)

* Vendors shared across subsidiaries need to be updated in Oracle Netsuite

Bill Manager to Oracle NetSuite

With each sync, Oracle NetSuite picks up any changes in Bill Manager to:

• Vendors
• Bills
• Bill payments

Things to know

• The following objects/actions do not sync:
  • Bank Balance
  • Merges of any list object records (Chart of Accounts, Vendors, etc.)
    • Ex: if merging list objects in Oracle NetSuite, the same two will also need to be merged in Bill Manager
    • It is highly suggested to contact Customer Support to assist with merges, to be sure the list objects stay linked between Bill Manager and Oracle NetSuite correctly
• Vendors and Customers shared across subsidiaries need to be updated in Oracle Netsuite
• Once a Receivables invoice has synced with Oracle NetSuite it can't be edited in Bill Manager

Resources

• Oracle NetSuite sync setup guide
• Oracle NetSuite Accounts Receivables sync: Frequently asked questions (FAQ)