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NetSuite: SuiteTax Engine

  • Updated

Using SuiteTax engine requires specific configurations, in order for the integrations to function.

 

Verify tax setup in NetSuite

  1. One Tax Group should be linked to only one Tax Code

  2. Tax codes will be synced to Rydoo

 

Create customised role

  1. Navigate to the Setup > Users/Roles > Manage Roles page

  2. Find the “Rydoo Web Services” role and click the “Customise” link

  3. Find the “Lists” tab

  4. Add the “Tax Details Tab” to permissions of the role, with edit permissions

  5. Save the changes

  6. A customised role will be created.

Assign the customised role to an Employee

  1. Navigate to the “Employees” page

  2. Assign customised role to a user of the company (make sure the user is always active, we suggest creating an integrations user in NetSuite). 

     

Create an access token

  1. Navigate to Setup > Users/Roles >Access Tokens

  2. Create a new token using the customised role.

 

Share the new access token

  1. If the integration is already set up between your NetSuite account and Rydoo account, please send a request to connect@rydoo.com email to update the connection.

    Share the following data, mentioning the UPDATE:

    Netsuite Account ID

    Token ID

    Token Secret

    Rydoo Expense Report Internal ID

  2. If the integration is not set up between your NetSuite account and Rydoo account, please follow the steps described in this article: NetSuite Integration: Set Up

    Once all steps are followed send the following details to connect@rydoo.com, requesting to set up the integration:

    Netsuite Account ID

    Token ID

    Token Secret

    Rydoo Expense Report Internal ID

 

Sync tax rates to Rydoo

  1. Once you received the feedback from our team that the connection is configured you are ready to sync your Tax rates.

  2. Log in to your Rydoo account (admin role necessary)

  3. Navigate to Admin Settings > Integrations

  4. Enable "Tax syncing" checkbox

  5. Click on "Sync your Tax Rates" button

 

Note: NetSuite does not offer the feature to sync tax rates for USA subsidiaries (branches in Rydoo). Consequently, Rydoo is not able to sync tax rates to NetSuite as it's a limitation in Netsuite.