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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Accounts payable teams need real-time vendor payment visibility for cash flow management and vendor relationships, but manually updating Airtable with NetSuite payment data creates delays. You can automate this process to keep AP tracking current with payment processing.
Here’s how to set up automated vendor payment sync that provides accounts payable teams with current payment information and vendor relationship management.
Automate vendor payment tracking using Coefficient
Coefficient enables comprehensive NetSuite vendor payment synchronization through automated transaction import and flexible payment data filtering. You can track payment amounts, dates, check numbers, and payment methods without manual data entry.
How to make it work
Step 1. Import vendor payment records with complete details.
Use Records & Lists to access vendor payment records including payment amounts, dates, check numbers, and payment methods. Import vendor records with contact information, payment terms, and account details for complete AP context.
Step 2. Filter payments by AP criteria.
Apply filtering with AND/OR logic to isolate payments by vendor, date range, or payment status. Filter by subsidiary or department for multi-entity accounts payable management and reporting.
Step 3. Set up daily automated refresh.
Configure automated refresh to keep Airtable AP tracking current with NetSuite payment processing. Use hourly refresh during high-volume payment periods for near real-time payment status updates.
Step 4. Use SuiteQL for complex payment analysis.
Write custom queries for vendor payment trends and cash flow impact analysis. Access up to 100,000 rows to handle large payment volumes for comprehensive AP tracking and vendor relationship management.
Step 5. Export to Airtable AP tracking systems.
Export payment data as CSV for direct Airtable import or copy-paste for immediate AP board updates. Include custom payment fields like approval codes, bank account information, and payment categories.
Streamline accounts payable management
This automated approach provides accounts payable teams with current vendor payment information without requiring API development expertise, ensuring accurate payment monitoring and vendor relationship management. Start automating your vendor payment tracking today.
