HelpDot image request for Expensify Classic article for NetSuite

[ren-jones]

Please provide the following images in light mode and in .png format.

CONNECT TO NETSUITE

Link to resource: https://help.expensify.com/articles/expensify-classic/connections/netsuite/Connect-To-NetSuite

If possible, please grab the following images from NetSuite. I have not tested these but have based them off of the steps in the above help article. Please capture the menu flows in the best way that makes sense based on how it is presented in the UI:

• Show navigating to Customization > SuiteBundler > Search & Install Bundles, and putting “Expensify” in the search
  • Highlight the Expensify Connect bundle (Bundle ID 283395)
  • Select Show on Existing Custom Forms for all available fields
• Show navigating to Setup > Company > Enable Features > SuiteCloud > Manage Authentication
  • Enable and highlight “Token Based Authentication”
• Show navigating to Lists > Employees
• Using Global Search in NetSuite, enter “page: tokens” and highlight it
• Show navigating to Setup > Company > Enable Features > Employees
  • Select and highlight the checkbox next to Expense Reports
• Show navigating to Setup > Accounting > Expense Categories
• Show navigating to Customization > Forms > Transaction Forms
  • Click Customize or Edit next to the Standard Journal Entry form. Then, click Screen Fields > Main. Verify that “Created From” label has “Show” checked and the Display Type is set to Normal and highlight these areas
  • Click the sub-header Lines and verify that the “Show” column for “Receipt URL” is checked. Highlight this.
  • Go to Customization > Forms > Transaction Forms and ensure all other transaction forms with the journal type have this same configuration (show one with the same configuration)
• Go to Customization > Forms > Transaction Forms and highlight the Customize or Edit button next to the Standard Expense Report form
• Go to Customization > Forms > Transaction Forms and highlight the Customize or Edit button next to the preferred Vendor Bill form
• Go to Customization > Forms > Transaction Forms and highlight the Customize or Edit button next to the preferred Vendor Credit form
• Show navigating to Setup > Accounting > Tax Groups
  • Show multiple tax groups created for each tax rate that will be exported to Expensify
• Show navigating to Setup > Accounting > Set Up Taxes
• In Expensify, go to Settings > Workspaces > [Workspace Name] > Connections > NetSuite, click Connect to NetSuite, then show the screen with an Account ID and token entered and add highlight them.

Issue Owner

Current Issue Owner: @dubielzyk-expensify

[melvin-bot]

📣 @ren-jones! 📣
Please report bugs or suggest features in the #expensify-open-source Slack channel, don't directly open issues in this repo!
Instructions here to join the channel 📖

[melvin-bot]

Triggered auto assignment to @dubielzyk-expensify (Design), see these Stack Overflow questions for more details.

[dubielzyk-expensify]

As this has been unassigned to me, I assume there's no help needed anymore?

[maddylewis]

oops! looks like you were unassigned when i assigned myself and sheena to the issue! we do still need some screenshots from NetSuite.

@dubielzyk-expensify -- let me know if you need more info than whats provided in the OP tysm!

[dubielzyk-expensify]

I don't have access to a NetSuite test account. Would it be possible to have someone take the screenshots and I can wrap them in the format we use for the help page? Ideally taken in 1440x900 😇

[maddylewis]

yes! i will work on this and follow up

[maddylewis]

🤦‍♀️ -- closing! #50093 (comment)