🔗 What's New

You can now export transactions from Workyard for use in NetSuite, making it easier to keep your financial data accurate and in sync.

This export includes key transaction details—such as date, merchant, amount, cardholder, and any linked Workyard project or cost code—along with attached receipts, so supporting documentation stays connected to each transaction. You can export the transactions you’ve reviewed and import them into NetSuite without manual re-entry.

💡 Why This Matters

For teams using NetSuite, managing expenses across systems can add unnecessary complexity. This export simplifies the process by providing clean, structured transaction data with receipts included, helping reduce manual work, speed up reconciliation, and support audit-ready financial records.

Whether you’re handling day-to-day expense management or preparing for month-end close, this integration helps keep Workyard and NetSuite aligned.