Step-by-Step Guide: Setting Up NetSuite AP Automation with Centime 

Step 1: Sign in to NetSuite

1. Go to the NetSuite login page.
2. Enter your username and password.
3. Click Log in to access your NetSuite dashboard.

Step 2: Install the Centime AP Automation App

1. From the NetSuite dashboard, navigate to SuiteApp Marketplace:
   
   • Go to Customization → SuiteBundler → Search & Install Bundles.
2. Search for Centime AP Automation Integration.
3. Click on the Centime AP Automation Integration app.
4. Click Install to add the integration to your NetSuite account.

Step 3: Configure Centime Integration Settings

1. Once installed, navigate to the Centime AP Integration settings page:
   
   • Go to Centime → Integration Settings.
2. Connect your Centime account to your NetSuite instance by entering your Centime API key.
3. Configure data synchronization preferences, including:
   
   • General Ledger Sync: Enable bidirectional syncing between your NetSuite GL and Centime.
   • Approval Workflows: Customize approval workflows based on your organization’s needs.
4. Set up Supplier Portal:
   
   • Enable vendors to update payment details and communicate with your team directly through the self-service portal.

Step 4: Configure Invoice Management Settings

1. Go to Centime → Invoice Management settings.
2. Enable OCR-Driven Invoice Capture for automatic data extraction.
3. Define your Purchase Order Matching rules:
   
   • Choose whether to automatically match invoices to purchase orders and configure matching parameters.
4. Enable AI-Powered Invoice Coding to automate coding predictions at both the header and line levels.
5. Set up Approval Workflow:
   
   • Navigate to Approval Workflows under Centime and define your internal approval policies.

Step 5: Set Up Payment Processing

1. Navigate to Centime → Payment Processing settings.
2. Choose your preferred payment methods: ACH, Virtual Cards, or both.
3. Enable Integrated Payment Processing to handle payments directly from within NetSuite, ensuring seamless payment reconciliation.
4. Set up Rebate Collection for virtual card payments to earn rebates.

Step 6: Sync NetSuite General Ledger

1. From the Centime Integration Settings, configure how transactions and data will flow between Centime and NetSuite:
   
   • Enable real-time sync to ensure that the general ledger in NetSuite is updated automatically with each payment, invoice, and expense report processed in Centime.

Step 7: Set Up Custom Invoice Fields (Optional)

1. Go to Centime → Custom Invoice Management.
2. Customize fields like Department, Location, and Class for detailed expense tracking.
3. Ensure these custom fields align with your organization’s financial reporting needs.

Step 8: Test the Integration

1. Go to Centime → Test Integration and run a test to check if data flows seamlessly between NetSuite and Centime.
2. If there are any issues, troubleshoot based on the error messages provided or consult Centime’s support team.

Step 9: Go Live

1. After successfully testing the integration, enable Live Sync in the Centime Integration Settings.
2. Start processing real invoices, making payments, and reconciling accounts directly from within NetSuite with full Centime AP automation.

NetSuite 2024/2025 Version-Specific Notes

• NetSuite 2024: Ensure your NetSuite account is updated to support the latest SuiteApp versions, including improved functionality for OCR-driven invoice capture and payment processing. This version offers enhanced integrations and real-time sync for financial data.

NetSuite 2025: With this version, NetSuite introduces advanced approval workflows and deeper integration capabilities with Centime’s NetSuite accounts payable software. Make sure to take advantage of improved AI-based coding and invoice matching for even greater efficiency.