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About the Integration
- Automatically sync employee records, cost objects, and org structure from NetSuite to Perk in real time - so travellers always see accurate data on their expense and invoice forms.
- Export approved expenses, invoices, and credit notes directly into NetSuite with receipts and attachments included, full multi-tax-rate support, and correct GL coding applied automatically.
- Match invoices to purchase orders with live PO sync - including line-level adjustments triggered the moment changes are saved in NetSuite.
- Automate master data updates: category status, tax rates, supplier bank details, and cost object hierarchies (including parent-child and subsidiary relationships) all stay aligned.
- Deactivate employees in Perk with a single checkbox in NetSuite - no manual admin required.
About NetSuite
Key features
- Real-time master data sync Employee records, cost objects, departments, and subsidiaries sync from NetSuite to Perk within seconds of a change - so approvers, policies, and cost centres are always up to date.
- One-click expense and invoice export Export privately-paid expenses, company card transactions, and supplier invoices to NetSuite with all classifications (cost centre, class, location), receipts, and multi-line tax rates intact.
- Purchase order matching Sync approved POs from NetSuite into Perk, match invoices against them, and receive real-time updates when PO amounts, lines, or goods receipt notes change.
- Custom field and tag mapping Use the reference mapping feature to pass any Perk payload field - including trip IDs and project references - into custom fields in NetSuite, adapting the connector to your chart of accounts.
- Credit note handling Card credit notes export as journal entries; invoice credits export as vendor credits in NetSuite. Receipts travel with the record automatically.
- Approval workflow sync Line managers and cost-object approvers are automatically set in Perk from NetSuite's designated expense approver field, keeping multi-level approval chains consistent across both systems.
- Multi-rate tax support Export invoices with mixed VAT rates on a single document and have each line item reflect the correct tax code in NetSuite - validated and certified as part of the MVP review.
- Bulk export and high-volume scaling Export multiple expenses in a single batch from Perk; each is created as an individual expense report in NetSuite. The connector handles 100k+ records.
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