This Tallie Integration Bundle allows users to opt into export attachment to NetSuite. Along with each AP Bill exported to NetSuite, Tallie sends a PDF file of the expense report that includes all receipts to the Communication > File area of the bill. The same PDF report is always available from the printer icon on each expense report in Tallie.
This article shows you, a Tallie Administrator, how to opt out of sending attachments in NetSuite.
Step 1: Login to NetSuite as the administrator. Then, in the menu bar:
- Hover over Customization
- Hover over SuiteBundler
- Click Search & Install Bundles
Step 2: Type Tallie into the keywords field and click Search.
Step 3: Click Tallie Integration (No Attachments).
Step 4: Click Install.
Step 5: Click Install Bundle.
Step 6: NetSuite will ask you to confirm the installation, click OK.
Step 7: Once the download is complete, hover over Setup followed by Users/Roles. Then, click Manage Users.
Step 8: Click the person who has been assigned the Tallie Integration role.
Step 9: Click Edit.
Step 10: Click the Access Tab. Then, in the Roles area click Tallie Integration and replace it will Tallie Integration (No Attachments). Then, click OK followed by Save.
Step 11: Hover over Setup followed by Integration. Then, hover over Manage Integrations and click New.
Step 12: Use the following details to create an integration record:
- Name: Tallie Integration
- State: Enabled
- Select Token-Based Authentication (TBA) and leave everything else unselected.
When complete, click Save.
Step 13: Take note of the Consumer Key and Consumer Secret strings.
Step 14: Hover over Setup followed by User/Roles. Then, hover over Access Tokens and click New.
Step 15: Use the following details to create a new token:
- Application Name: Tallie Integration
- User: Any user who has been assigned the Tallie Integration role
- Role: Tallie Integration
- Leave the Token Name as is
Click Save when complete.
Step 16: Take note of the Token ID and Token Secret strings.
Step 17: Hover over Setup followed by Company. Then, click Company Information.
Step 18: Take note of the Account ID.
Step 19: In Tallie, go to Settings followed by Integration & Sync. Then, click Sync Settings.
Step 20: Click Update Authentication.
Step 21: Enter the Account ID, Consumer Key, Consumer Secret, Token Key, and Token Secret. Click Connect when complete.