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Step 5: Add a Folder for Invoices
Step 5: Add a Folder for Invoices
Updated over a week ago

To receive invoices from ProcureDesk into NetSuite, follow these steps:

In NetSuite:

  1. Navigate to Document > Files > File Cabinet

  2. Click on 'New Folder'

  3. Name the folder 'Invoices'

  4. Click 'Save'

In ProcureDesk:

  1. Log in to ProcureDesk

  2. Switch to Admin mode

  3. Add an Invoice Folder:

    • Go to Configurations > Company Settings > NetSuite

    • Enter the name of the folder you created in NetSuite, then click Save.

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