• NetSuite Setup in
    • Login to your account
    • Go to Setup > General Ledger > NetSuite > Setup
    • Enter your NetSuite Login information
    • Select Account type (NetSuite / NetSuite OneWorld)
    • Enter Account Number
      • For NetSuite OneWorld you can find account number in your NetSuite OneWorld account on following page
        • Setup > Custom > NC Product Registration
      • For Simple NetSuite you can find account number in your NetSuite account on following page
        • Setup > Integration > Web Services Preferences
    • If you have selected NetSuite OneWorld Account you will also have to select a Subsidiary
  • Payroll Data Export Formats
    • Payroll data can be exported from to NetSuite in following formats
      • Journal Entry
        • A separate journal for each employee
        • Journal entry grouped by Team for each pay period
          • Employees can be grouped in teams from Employee Setup page
        • Journal entry grouped by Department for each pay period
          • Employees can be grouped in departments from Employee Setup page
        • A separate journal for each pay period
      • Paycheck Journal
        • A separate journal for each employee
        • Paycheck Journal feature cannot be selected for Non-Canadian Subsidiaries in NetSuite One World account
    • Format can be selected from Account Settings page in
    • Restrictions
      • You MUST choose Journal Entry format if you plan to integrate TribeHr with the 2 systems
  • Payroll Data as Journal Entry
    • In Account Settings page select Export Payroll as Journal Entry
    • Dropdowns will be filled by Chart of Accounts created in NetSuite
      • Accounts which have currency other than CAD will be disabled and cannot be selected
    • Select appropriate accounts against payroll fields
    • Create Chart of Accounts in NetSuite
      • Chart of Accounts can be created in NetSuite in following screen
      • Setup > Accounting > Chart of Accounts
    • IMPORTANT ALERT for TribeHr clients
      If you plan to use NetSuite and TribeHr with your account, you MUST choose 'Journal Entry' option.
  • Multiple Wage Accounts Selection
    If employees are managed in different �Wage Accounts� in NetSuite, it can be selected in SimplePay Account Settings. (for both Journal Entry and Paycheck Journal)
    • Select Multiple Wage Account option in and press Save button
    • After Saving the settings, Manage Wage Accounts tab will appear in top right
    • Click on the link, page will be loaded, to assign wage accounts to employees, steps are
      • Select Wage Account, page will be reloaded
      • Select Employee(s), you can select one or more employees for single wage account
      • Select Class, if required, you can also manage employees in one Wage Account with different Classes or vice versa
      • Press Add button
      • e. Employees will be moved to panel on right side, now selected Account and Class is assigned to these employees
    • List is also available to view employees in different accounts, click on View link to see details
  • Steps for Paycheck Journal Settings
  • Export Payroll Data as Paycheck Journal
    • In Account Settings page select Export Payroll as Paycheck Journal
    • Dropdowns will be filled by Payroll Items created in NetSuite
  • Enable the Paycheck Journal feature in NetSuite
    • Login to your NetSuite account
    • Go to Setup > Company > Enable Features
    • Click on Employees Tab
    • Select the Paycheck Journal feature checkbox and press Save button to enable Paycheck Journal in NetSuite
  • Create Payroll Items in NetSuite
    • Once Paycheck Journal feature is enabled in NetSuite, you can create Payroll Items in NetSuite
    • Go to List > Employees > Payroll Items > New to create Payroll Items
    • These Payroll Items will be available in SimplePay for selection against SimplePay fields in NetSuite Account Settings page
  • Payroll Items / Accounts Synchronization
    • After you have set up NetSuite in , you can synchronize Payroll Items and Accounts
    • Go to Setup > General Ledger > NetSuite > Account Settings page
    • All Payroll Items / Accounts created in NetSuite will be available in drop downs, select required Payroll Items / Accounts and press Save Settings button
  • Export Employees from to NetSuite
    • Go to Setup > General Ledger > NetSuite > Synchronize Employees
    • Click Export Employees button, to export data from SimplePay to NetSuite
    • also shows number of employees not exported to NetSuite
    • All employees in will be exported to NetSuite
    • You can view exported employees in NetSuite from List > Employees
  • Import Employees from NetSuite to
    • To import employee from NetSuite, click Import Employees button
    • also shows number of employees not imported from NetSuite
    • Select employee(s) using check box, which are to be imported in
    • Update the information retrieved from NetSuite before saving in
    • IMPORTANT ALERT for Employee Import/Export
      For the 2 apps to work together, employees must be created in 1 app and exported to the other. DO NOT create same employees in both the apps.
  • Synchronize Employees after Import /Export
    • Employees updated in NetSuite
      • provides option, to synchronize data for employees which have been updated in NetSuite.
        • Employees for which data has been updated in NetSuite, will be listed under Synchronize Employees panel.
        • User can press Synchronize Employees button to update employee data in .
    • Employees Updated in
      • After employees are exported / imported, if user changes any employee information in , Employee information will be auto updated in NetSuite
  • Payroll Data Export to NetSuite
    • After accounts setup, Payroll data can be exported to NetSuite
    • For Paycheck Journal export, employee synchronization between both applications is mandatory
    • For Journal Entry export, you can export payroll data separately for each employee or group by Teams, Teams can be created and assigned in Employee Setup page.
    • Go to Setup > General Ledger > NetSuite > Export Data page
    • Select Pay period type
    • Select End date or date range
    • Press Export button
    • Data will be exported to NetSuite and you can view data in your NetSuite account
  • View Payroll Exported data in NetSuite
    • To view exported data in your NetSuite account, Login to your NetSuite account
    • View Payroll data exported as Paycheck Journal
      • Go to Transactions > Employees > Paycheck Journal > List
      • Click on View / Edit to see details
    • View Payroll data exported as Journal Entry
      • Go to Transaction > Financial > Make Journal Entries > List
      • Click on View / Edit to see details
  • Business Payments export to NetSuite
    • If business payments have been made in your account, Business Payments account settings will be available
    • All accounts created from Chart of accounts in NetSuite will be available in drop downs
    • Select required accounts and press Save Settings button
    • After accounts have been saved, go to Export Data page
    • Select date range
    • Press Export button
    • Business payments will be exported to NetSuite
    • To view your exported Business Payments in NetSuite
    • Go to Transactions > Financial > Make Journal Entries > List
    • All exported Business payments will be available
    • Click on View / Edit to see details
  • NetSuite Single SignOn to
    • Login to NetSuite.
    • Go to Customization->SuiteBundler->Search & Install Bundle.
    • In Keywords text field, type SimplePay SSO and search.
    • Install SimplePay SSO Bundle.
    • A preview of files, to be copied/added to your account with bundle will be displayed. Click Install Bundle (Available at bottom right of screen).
    • Confirmation message will appear, click OK to continue.
    • Installed bundles list will be displayed, wait for SimplePay SSO bundle to be installed.
    • The status will change to a tick mark when bundle is installed. Refresh the page to monitor the status.
    • Now login to SimplePay.ca, go to -> General Ledger->NetSuite->Setup page
    • Generate a connection point url. Copy this URL.
      (Only Company admins can generate connection point URL in SimplePay).
    • Go to your NetSuite Account.
    • Go to Setup->Integration->SuiteSignOn. Edit Login to SimplePay record.
    • Paste copied url to URL field under Connection Points subtab (Replace existing url).
    • Go to Lists->Accounting->SimplePay.ca a new page will open where you can login to SimplePay.
    • You need to login to your Simplepay account for first time for confirmation.
    • It will take about 5 to 10 minutes to show SimplePay.ca link in NetSuite Lists->Accounting menu.