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New to NetSuite | Create a Report that shows Unapproved Bills and Next Approver
Here are the steps to accomplish this by creating a Saved Search:
- Navigate to Transactions > Management > Saved Searches > New
- Select Transaction as the Search Type
These would be the settings of the search.Criteria tab > Standard subtab:
- Type is Bill
- Main Line is true
- Status is Bill:Pending Approval
Results tab > Columns subtab:
- Transaction Number
- Next Approver
3. Click Save & Run.
This is helpful to be able to report on the expenditure which might not have been approved yet and at the same time, confirm the next approver.
Do you have another way of creating this report? We would appreciate if you can drop some suggestions! ?
Kindly mark "Yes" if you find the reply to your question as helpful. This will aid the community to find the solution/answer much easier. Let's always mark a reply and help the community! ☺️
Shamaine Chan-Oracle | Ask a Guru