- NetSuite Setup
- Token Based Authentication [TBA]
- Basic Authentication
- Multiple Wage Accounts
- Export Settings:
- Journal Entry
- Paycheck Journal
- Export and View Data
- Business Payments
- Single SignOn
1. Login to SimplePay2. Go to Add-Ons > NetSuite > Setup
3. Select Token Based from Authentication Mode options
4. Enter your NetSuite Token ID, Token Secret, Consumer Key and Consumer Secret.
a. For NetSuite OneWorld you can find account number in your NetSuite OneWorld account here:
I. Setup > Custom > NC Product Registration
b. For standard NetSuite you can find account number here:
I. Setup > Integration > Web Services Preferences
6. Select Account type (NetSuite / NetSuite OneWorld)
7. If NetSuite OneWorld Account is selected, Subsidiary selection is mandatory.
1. Login to SimplePay
2. Go to Add-Ons > NetSuite > Setup
3. Select Basic from Authentication Mode options4. Enter your NetSuite Login information5. Enter Account Number
1. For NetSuite OneWorld find account number here:
1. Setup > Custom > NC Product Registration
2. For standard NetSuite find account number here:
6. Select Account type (NetSuite / NetSuite OneWorld)1. Setup > Integration > Web Services Preferences
Payroll export options7. If NetSuite OneWorld selected. Subsidiary selection is required.
1. Payroll can be exported from SimplePay to NetSuite as:
a.
Journal
Entry
I.
A separate journal for each employee
II.
Journal entry grouped by Team for each pay period
III.
Journal entry grouped by Department for each pay period
IV.
A separate journal for each pay period
b.
Paycheck
Journal
I.
A separate journal for each employee
II. Paycheck Journal feature cannot be selected for Non-Canadian Subsidiaries in NetSuite One World account
2. Set Export Type from Add-Ons>Accounting>NetSuite> Account Settings
Export as Journal Entry
1. In Account Settings, select Export Payroll as Journal Entry
2. Chart of Accounts will be populated from NetSuite. Every SimplePay expense and liability will be mapped to a chart ofaccounts imported from NetSuite in drop lists.
a. Accounts which have currency other than CAD will be disabled and cannot be selected
3. Create Chart of Accounts in NetSuite
b. Chart of Accounts can be created in NetSuite from:
I. Setup > Accounting > Chart of Accounts
1. for Journal Entry, Multiple Wage Account option is available for all Expense and Liabilities.
2. for Paycheck Journal, Multiple Wage Account option is available only for Payroll Liability [Net Pay].
3. Select Multiple Wage Account option and Save
4. After Save, Manage Wage Accounts menu will appear
5. Load Multiple Wage Accounts screen to assign accounts to employees
- a. Select Wage Account Type
- b. Select Posting Account
- c. Click Load
- d. Select Employee(s). One or more employees can be selected for a single posting account.
- e. Select Class, Location and Department if required, you can also manage employees in one Wage Account with different Classes, Locations and Departments or vice versa
- f. Click Add
- g. Employees will be moved to the Assigned Employees panel for selected Posting Account.
6. List is also available to view employees in different accounts. Click View to see details
7. Click Remove to delete employees assignments.
Export as Paycheck Journal
1. Set export to Paycheck Journal in SimplePay
a. Go to NetSuite>Account Settings. Set Export Payroll = Paycheck Journal
2. Dropdowns will be populated with payroll Items created in NetSuite3. Enable Paycheck Journal in NetSuite
a. Login to your NetSuite account
b. Go to Setup>Company>Enable Featuresc. Click on Employees Tabd. Select Paycheck Journal checkbox and click Save to enable Paycheck Journal in NetSuite
4. Create Payroll Items in NetSuite
a. Once Paycheck Journal feature is enabled in NetSuite , you can create payroll itemsb. Go to List>Employees>Payroll Items>New to create payroll itemsc. These payroll items will be available in SimplePay for mapping in AddOns>NetSuite>Account Settings screen.5. Payroll Items / Accounts Synchronization
a. After NetSuite has been connected with SimplePay, Payroll Items and Accounts can be synchronizedb. Go to Add-Ons>NetSuite>Account Settingsc. All Payroll Items / Chart of Accounts NetSuite will be available in drop downs. Set Payroll Items / Chart of Accounts for all Expenses & Liabilities and click Save.
6. Export employees from SimplePay to NetSuite
a. Go to Add-Ons>NetSuite>Export Datab. Click Export Employeesc. All employees in SimplePay will be exported to NetSuite. SimplePay also shows number of employees not exportedd. Employee information exported to NetSuite:
I. Last NameII. First NameIII. PhoneIV. External IdV. EmailVI. Middle NameVII. Mobile PhoneVIII. SubsidiaryIX. Labor CostX. Birth DateXI. Hire DateXII. Release dateXIII. TitleXIV. Social Insurance NumberXV Address Book
· Address1· City· Phone· State· ZipXVI. Department
· Namee. You can view exported employees in NetSuite from List > Employees· Subsidiary
7. Import employees from NetSuite to SimplePay
a. To import employee from NetSuite, click Import Employees button
b. The Employee information imported from NetSuite:
I. Internal IdII. EmailIII. First NameIV. Last NameV. Middle NameVI. Address Book
· Address1· Address2· City· Phone· State· Zip
VII. Mobile PhoneVIII. Birth DateIX. Hire DateX. Release DateXI. Department NameXII. TitleXIII. Social Insurance Number
c. SimplePay also shows number of employees not imported from NetSuite
d. Select employee(s) using check box, which are to be imported in SimplePaye. Update the information retrieved from NetSuitebefore saving in SimplePayf. IMPORTANT for employee import/exportFor the 2 apps to work together, employees must be created in 1 app and exported to the other. DO NOT createthe same employees in both apps.
8. Synchronize employees after import / export
a. Employees updated in NetSuite
I. SimplePay provides an option to synchronize employees which have been updated in NetSuite.II. Employees for which data has been updated in NetSuite will be listed under SynchronizeEmployees panel.
III. Clicking Synchronize Employees will update employee data in SimplePay.IV. Following fields are updated from NetSuite to SimplePay:
NetSuite SimplePay Internal Id Custom Id First Name Given Name Last Name Last Name Middle Name Middle Initials Address 1 + Address 2 Address City City State Province Zip Post Code Phone Phone (Res) Mobile Phone Phone (Cell) Job Title Job (Created new if not present) Department > Name Department (Created new if not present)
b. Employees Updated in SimplePay
I. After exported / imported, if any employee information is changed in SimplePay, employees will beautomatically updated in NetSuite.II. Following fields are updated on user request from SimplePay to NetSuite: [missing?]
III. Subsidiary will be added if One World account is selected in setup.
SimplePay NetSuite Custom Id Internal Id Given Name First Name Last Name Last Name Middle Initials Middle Initials Phone (Res) Phone Phone (Cell) Mobile Phone
IV. Default Billing address book will be updated if present. Otherwise a new address book will be created.
SimplePay NetSuite Date of Birth Birth Date Date of Hire Hire Date Department Name Department Name (Created if not present) Job Name Job Title Last Salary Profile Rate Labor Cost Date of Termination Release Date Phone Phone (Cell)
SimplePay NetSuite Address Address 1 City City Phone Phone Province State Post Code Zip
- After accounts setup, payroll can be exported to NetSuite
- For Paycheck Journal export, employee synchronization between both applications is mandatory
- For Journal Entry export, payroll can be exported separately for each employee or grouped by Teams.
- Go to Add-Ons>NetSuite>Export
- Select Pay Period [active if more than one]
- Select End Date or Date Range
- Click Export
- Data exported to NetSuite and can be viewed in NetSuite
- To view payroll exported in NetSuite, login to your NetSuite account
- View as Paycheck Journal
a. Go to Transactions>Employees>Paycheck Journal>Listb. Click View / Edit to see details
3. View as Journal Entry
- a. Go to Transaction>Financial>Make Journal Entries>List
- b. Click on View / Edit to see details
1. If vendors or contractors [Business Payments] were paid from SimplePay, Business Payments Account Settings will beavailable
2. All Chart of accounts in NetSuite will be available in drop downs. Set and click Save Settings3. Go to Add-Ons>NetSuite>Export Data4. Select date range5. Press Export6. Business Payments will be exported to NetSuite.7. To view, Go to Transactions>Financial>Make Journal Entries>List8. All exported Business Payments will be available.9. Click View / Edit to see details
1. Login to NetSuite2. Go to Customization>SuiteBundler>Search & Install Bundle3. In the Keywords text field, type SimplePay SSO and search4. Install SimplePay SSO Bundle5. A preview of files to be copied/added to your account with the bundle will be displayed. Click Install Bundle [bottom right of screen]6. Click OK to continue7. Installed bundles list will be displayed, wait for SimplePay SSO bundle to be installed8. The status will change to a tick mark when the bundle is installed. Refresh the page to monitor status9. In SimplePay, go to Add-Ons>NetSuite>Setup10. Generate a connection point url. Copy the URL. (Only Company admins can generate connection point URL inSimplePay).11. Go to your NetSuite Account12. Go to Setup->Integration->SuiteSignOn. Edit Login to SimplePay record13. Paste copied url to URL field under Connection Points subtab (Replace existing url).14. Go to Lists>Accounting>SimplePay.ca. A new page will open where you can login to SimplePay15. You need to login to your Simplepay account for the first time for confirmation16. It will take about 5 to 10 minutes to show SimplePay.ca link in NetSuite Lists>Accounting menu.