Automate expense management without compromising control

What is the Sync Expenses feature for NetSuite?

‍The Sync expense for NetSuite is a feature that allows you to sync any money-out transaction directly from Aspire to NetSuite. You will be able to create Spend money transactions on NetSuite, under the "Bank" > "Cheques module", including all expense details and attachments.

All you have to now do is reconcile the expense on NetSuite!

‍Who can use the Sync expenses feature with NetSuite?‍

Any user who has access to the accounting features, i.e. Admins and Finance users can access the Sync expenses feature. However, to set up the connection with NetSuite, you will need an Admin account on NetSuite.

‍What are the fields that will be synced with NetSuite, when using Sync expenses?

‍You will be able to review and fill all the fields that you need to create a Spend Money transaction on NetSuite, including the NetSuite expense account, Tax rate, and NetSuite standard classifications, directly from Aspire before you sync a transaction. All values along with the receipts attached to the transaction will be synced with NetSuite.‍

Will custom fields also sync from Aspire to NetSuite?

‍Currently, only Standard Fields and Classifications (Department, Location and Class) will be synced between Aspire and NetSuite. In case you have custom fields enabled on your NetSuite account, please make sure to make them non-mandatory or set a default value for the custom fields, before syncing your data from Aspire to NetSuite.

For step by step process on how to go about this, read here

‍What is the Sync Expense feature for Xero?

‍The Sync expense for Xero is a feature that allows you to sync any expense directly from Aspire to Xero. You will be able to create Spend money transactions on Xero, including all expense details and attachments.All you have to now do is reconcile the expense on Xero!

‍Who can use the Sync expenses feature with Xero?

‍Any user who has access to the accounting features, i.e Admins and Finance users can access the Sync expenses feature

‍What are the fields that will be synced with Xero, when using Sync expenses?

‍You will be able to review and fill all the fields that you need to create a Spend Money transaction on Xero, including the Xero account, Tax rate, and Xero tracking categories, directly from Aspire before you sync a transaction. All values along with the receipts attached to the transaction will be synced with XeroFor step by step process on how to go about this, read here

By using the Export Data feature in your Aspire account, you can seamlessly integrate your Aspire data with Zoho Expense for efficient reconciliation, data tracking and auditing, and reporting.

The Export Data feature allows you to export expenses (money out) data. Follow the steps by steps below to learn more:

1. Navigate to "Export Data" on Aspire and select "Money out"
2. Select the relevant filters in case you want to filter the data for your export, and then select the "Zoho expenses" to export your statement
3. Open Zoho
4. Click the Expenses module on the left sidebar.
5. Click the hamburger icon (next to the gear icon) on the top right corner and select Import Expenses
6. Choose the file that needs to be imported. This file can be in TSV/CSV/XLS format
7. Match the fields in Zoho Invoice with the fields in your file and hit the Next button
8. If all the fields match perfectly, the system would show a message saying the same, after which you can click the Import button to finish the process
9. In case there is any mismatch, the system will notify you with a message. You can go back and match the file, or you can make changes in the file and import it again.