To be exported to NetSuite, transactions need to have been assigned a tag for the following lists: NetSuite Category, NetSuite Tax Rate, NetSuite Location, and NetSuite Department. This is mandatory requirement by NetSuite and cannot be changed.
You can add additional rules to define the required information a transaction must have before it can be exported to NetSuite.
Additional mandatory lists
You can set other NetSuite lists as mandatory from the Lists page. This would mean that this field will be required when the user updates the transactions tags from the Reports > NetSuite page. From the left menu, click on Configure and select Lists.
- Select the list you would like to make mandatory.
- Enable the Make this list required toggle.
Note: You can still export a transaction even if it was not assigned tag to a list that was made mandatory by the Admin.
Make attachment mandatory
You may decide that transactions can only be exported to NetSuite if they include an attachment, such as a receipt or invoice. You can set this during the initial integration setup or from the integration’s Settings page if you’ve already set the integration up.
For more details, see the article: How do I set/change the attachment policy to make sure that users attach receipts to their transactions?