u/urielpr

I run finance operations at a ~400-person company and travel/expense integration is a constant headache.

Current setup: travel booked via Navan (or direct with American Airlines), paid either personally (US employees, reimbursed via Expensify) or via company card (international employees, tracked in Mesh). Navan, Expensify, and Mesh all sync to NetSuite; American Airlines doesn't.

FP&A wants event-level reporting across all these sources.

How do you manage this data and integration within your organization?

The idea is to be able to know the current expenses allocated into the business trip, include flight & hotels, breakdown.

Proposed fix: My thought is to initiate trip/event via a Freshservice (ticketing system) request generating a unique ID, tag that ID on every related transaction across systems, and have bookkeepers manually patch in the American Airlines gaps - giving a single key to roll up costs per event in NetSuite.

I'd like to hear your thoughts anc comments for this process.

I run finance operations at a ~400-person company and travel/expense integration is a constant headache.

Current setup: travel booked via Navan (or direct with American Airlines), paid either personally (US employees, reimbursed via Expensify) or via company card (international employees, tracked in Mesh). Navan, Expensify, and Mesh all sync to NetSuite; American Airlines doesn't.

FP&A wants event-level reporting across all these sources.

How do you manage this data and integration within your organization?

The idea is to be able to know the current expenses allocated into the business trip, include flight & hotels, breakdown.

Proposed fix: My thought is to initiate trip/event via a Freshservice (ticketing system) request generating a unique ID, tag that ID on every related transaction across systems, and have bookkeepers manually patch in the American Airlines gaps - giving a single key to roll up costs per event in NetSuite.

I'd like to hear your thoughts anc comments for this process.

I run finance operations at a ~400-person company and travel/expense integration is a constant headache.

Current setup: travel booked via Navan (or direct with American Airlines), paid either personally (US employees, reimbursed via Expensify) or via company card (international employees, tracked in Mesh). Navan, Expensify, and Mesh all sync to NetSuite; American Airlines doesn't.

FP&A wants event-level reporting across all these sources.

How do you manage this data and integration within your organization?

The idea is to be able to know the current expenses allocated into the business trip, include flight & hotels, breakdown.

Proposed fix: My thought is to initiate trip/event via a Freshservice (ticketing system) request generating a unique ID, tag that ID on every related transaction across systems, and have bookkeepers manually patch in the American Airlines gaps - giving a single key to roll up costs per event in NetSuite.

I'd like to hear your thoughts anc comments for this process.

Hello,

In my organization, we are using both Slack and Teams.

I would like to have one channel in Slack that is synced into Teams, where messages created in Slack will be created in Teams, and vice versa.

I tried SlackBridge, since this is a free app, but without success: It was installed succesfully into Slack and Teams as well, however, messages in one app is not transfered into the 2nd app.

Alternatively, I tried to sync using Workato, however, I didn't find a Microsoft Teams connector as a trigger (but only Workbot for Microsoft Teams).

What's the difference between Microsoft Teams connector and Workbot for Microsoft Teams connector?

Is there any recommended free app?

Hello,

I have a flow that sends an email via the Microsoft Outlook connector (V2) and includes a simple table.

When the recipient is within Microsoft (e.g., an Outlook/Microsoft 365 address), the table does not display properly. However, when the recipient is outside Microsoft, such as Gmail, the table displays correctly.

I also tried sending the email via the Gmail connector (V2), and the table appears correctly. However, my organization is planning to disable Gmail soon, so I need a solution that works with the Microsoft Outlook connector.

How can I force the Outlook connector to send the email in HTML format? I cannot find any option or setting to control this.

Link to output:

https://www.dropbox.com/scl/fi/pbgk6w4767n95klr3iz62/PowerAutonmate.jpg?rlkey=6k2ac3bby5lnqoqawyyyo5m6v&dl=1

Hello everyone,

Until now, we used Jira within our organization. In Jira, I created a few custom fields and synced them from Salesforce using Workato.

Our organization is about to replace Jira with Linear, and I’m trying to set up the same integration between Salesforce, Workato, and Linear.

I tried to create custom fields in Linear, but I couldn't find where to add them at the workspace level. I was only able to create fields inside custom forms/templates.

An AI assistant mentioned that workspace-level custom fields might not be available or editable via the API in our current setup, and suggested concatenating all Salesforce fields into the issue Description using Markdown format instead.

Could someone please confirm if this is correct? Is there no way to add native custom fields (such as Opportunity Link, Opportunity Amount, etc.) to Linear so that we can filter issues and run reports on them?

We are using 'Enterprise Plan'.

Thanks!

Hello,

I configured 'Stripe Connector for NetSuite', to be connected into NetSuite:

In brief:

- I installed the 2 bundles in Netsuite related to Stripe

- I enabled both fields, 'Stripe Payment Page' / 'Stripe Payment Page GUID' to be visible on the invoice template.

- I populated on the subsidiary the ID I got from Stripe connector

- I created a token in NetSuite and populated the values in Stripe connector

Now, I generated an invoice in NetSuite. However, the link that is created under Stripe Payment Page field, navigates into a page says 'Page not found'.

Here is the URL:

https://netsuite-connector.stripe.com/payment/acct_REPLACE_ME/test_or_live_DELETE_ONE/invoice/557A265EDE09C69CE0630C14000A08CB_2453670

What am I missing here?

Questions:

Is it possible to configure this integration in sandbox?

Do I need to configure anything on 'How do you want to start collecting payments?' page?

https://preview.redd.it/b58ru586lfah1.png?width=970&format=png&auto=webp&s=a01f5575b89ea1a8c814cfc933c6afa2cb8dce37

https://preview.redd.it/0bl25nhalfah1.png?width=1437&format=png&auto=webp&s=8ec158ad6f7681f7b96efa1dfa42ac085bfc6383