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New to NetSuite | Set Default Account for Corporate Card Expenses via Employee Record
Aside from setting a default credit card account through Accounting Preferences (in a single-instance account) or Subsidiary Preferences (in a OneWorld account), NetSuite users can also assign a default credit card account directly on the employee record.
Configuring the default at the employee level helps ensure corporate card expenses consistently post to the correct general ledger account for each employee, reduces manual selection on expense reports, and improves accuracy for reconciliation and reporting—especially when different employees use different corporate card accounts.
To do this:
- Navigate to Lists > Employees > Employees.
- Click Edit on the Employee name.
- Click on Human Resources
Jeanne Padilla | General Accounting and Asset Management
In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them make the most out of their NetSuite journey. Clickherefor more details.