Admin Guide

1. Who Is This Section For?

This section is intended for NetSuite Administrators and implementation specialists who install, configure, and maintain QUID AI Expense Manager for NetSuite. It covers initial setup, onboarding steps, metadata synchronization, and verification before go-live.

2. Setup

Before you begin, please take a look at the General Setup Recommendations.

Installing the QUID AI Expense Manager Bundle

Log in to NetSuite with the Administrator role.
Go to Customization > SuiteBundler > Search & Install Bundles.
Search for QUID AI Expense Manager (Bundle ID: 578795).
Click Install and follow the installation steps.

→ Tip: Installation may take several minutes depending on account size.

Company Onboarding

After the bundle installation, Quid will onboard your company to the QUID AI platform.
Provide the following details:

• Company Name

• Company Address

Employee Onboarding

For each employee who will submit expenses, provide:

• First Name

• Last Name

• Company Email Address

Quid will register the employees and send a registration email.

Employee Registration

Each employee completes registration by:

1. Opening the email received from Quid

2. Entering:

   • First Name

   • Last Name

   • Company Email

   • New Password

3. Signing in to the QUID AI dashboard

After registration, employees can upload expenses via Slack or the Quid Web UI:
https://dashboard.usequid.com

3. Key Features of QUID AI Expense Manager for NetSuite

AI-Powered Expense Automation

• Upload receipts via Slack or the Quid portal

• Quid extracts data automatically and creates the expense entry in NetSuite

Seamless Integration

• Tax Codes, Expense Categories, Employee Emails, and Subsidiaries sync automatically

• Ensures consistent mapping and reduces manual setup effort

Flexible Access

• Employees can submit expenses via Slack Bot or the Quid Web Interface

Automated Mapping

• Tax codes and categories are auto-mapped based on NetSuite configuration

• Minimizes setup and maintenance for administrators

Note: Mapping quality depends on the metadata shared during synchronization.

4. Configuration Tips & Technical Info

Metadata Synchronization

The following NetSuite data is shared with Quid to enable automated classification and mapping:

• Tax Codes

• Expense Categories

• Employee Email Addresses

• Subsidiaries

Synchronization ensures correct assignment when creating expenses.

Tax Code Setup

A new checkbox Send to Quid is added to each Tax Code record. Enable this checkbox only for tax codes you want to make available in Quid.

Steps:

1. Go to Setup > Accounting > Tax Codes

2. Open the Tax Code record

3. Check Send to Quid

4. Click Save

→ Tip: Only enable tax codes used for employee expenses.

5. Verification Checklist

Before go-live, confirm:

• Employees registered successfully

• Slack App installed and connected

• Tax Codes and Expense Categories visible in Quid

• Metadata synced without errors

Once these items are verified, the system is ready for use.