1. Log into Webexpenses at division level with an accounts user profile
2. Navigate to Accounts Integration in the main menu
3. Click Integrations Transfer
4. Ensure that NetSuite Connection is selected from the Integration drop-down menu
5. Select Not Transferred from the Transfer Status drop-down menu
6. Enter the Start Date and the End Date of the period you wish to retrieve processed claims for
7. Click View Claims
8. Claims that have been approved for payment between these dates will now be listed
9. Select the claims that you want to transfer to NetSuite, by ticking the box next to the claim or tick the first box in the header row to select all
10. Claims that have been approved for payment between these dates will now be listed
11. Once the claims have been selected, the Transfer button will change to green
12. Click Transfer to transfer the claims into NetSuite
13. You will see a green bar at the top of the screen confirming that the transfer is in progress.

Take a look at our in-depth user guide, How to transfer claims into NetSuite.