This article explains how clients can enable and customize the plugin options for the NetSuite integration for Deel Shield contracts.
Please see How to Prepare Your NetSuite Account for Deel Integration to begin the set-up process.
You will need to generate secret tokens from NetSuite and make sure that certain features are enabled.
Once these NetSuite account updates are complete, you can finish the integration on Deel.
In this article:
How to set up expense account mapping
Vendor Management module
We can fully automate the provisioning and management of vendors.
Because bills require a vendor, you will need to complete the setup of this module to unlock bill payments and document syncing
Please note that for Deel Shield, there is only one vendor: Deel Inc.
All Shield invoices come from this vendor.
You can select an existing Netsuite vendor, or have Deel create a new one in Netsuite.
Bill (invoice) syncing module
You can enable this module to have Deel automatically sync bills and bill payments into NetSuite.
You will need to set up expense account mapping to enable this module.
Bills will only begin syncing once you’ve enabled this module and only for the entity connected.
Setting up expense account mapping
You will need to choose the Netsuite Expense Accounts that match the corresponding Deel Shield invoice items.
You can view all unsynced invoices and see the paid date and amount.
To manually sync an invoice, select it and click Sync Invoices
Tracking category mapping
You can associate custom field options in Deel to classes, departments, and locations in NetSuite to add extra details to your transaction items.
Click Start Mapping.
In NetSuite, you can select the Setup tab and then select Company. You can then create new Departments, Locations, and Classes.
The class, department, or location selected in the tracking category mapping will be displayed in the corresponding NetSuite invoice.
How to create custom fields
You can add customized attributes to your Shield contracts, including Employee ID, Project Code, and more.
From your Organization Settings page, select the (1) General tab and click Add custom fields.
Please note that the NetSuite integration only supports custom fields in the form of a list.
Grouped expense account mapping
You can map expense accounts by previously set up custom field values in Deel.
This will allow you to set up a grouped mapping. This can be, for example, a mapping unique to all vendors in one department, or a mapping that is unique to only one vendor.
Auto invoice sync
You can choose if you want Deel to automatically sync over invoices to NetSuite once you have paid your workers, or if you prefer to do it manually.
If you have set up multiple currencies, you can specify the default currency that vendors, invoices, and payments sync in.
When using the invoice currency, Deel will sync invoices and invoice payments in the currency that we used to pay invoices from Deel and from contractors.
When using the payment currency, Deel will sync invoices and invoice payments in the currency of the payments that you make to your Deel client account.
Deel’s bookkeeping integrations always ensure that an FX rate is provided between the invoice amount and the client’s basal accounting currency.
To learn more about exchange rates, please see: About Exchange Rates And Fees
Choose the date that Deel uses when syncing bills to your accounting system. You can choose either the date the invoice was issued, or the date when the invoice (bill) was paid.
Advanced bill configurations
You can decide to include or exclude approval status on the bill; and enable or disable including the bill exchange rate. These are advanced customizations to the bill syncing procedure.
You can map your saved payment methods in Deel to your payment accounts within NetSuite.
This allows Deel to generate invoice payments so that previously synced invoices can be marked as paid and reconciled.
Please note that invoice payments will only sync upon payment of the invoice.
Click Map Payment Account next to your saved payment method.
You are able to add a default payment account in NetSuite for each currency.
This is especially useful when you pay Deel via bank transfer, or a payment method that is not mapped to a NetSuite payment account
You can sync any invoice PDFs and expense documents to NetSuite.
To enable the plugin, you simply need to select a default folder where you want these documents to be synced