New to NetSuite | Standard Expense Report Approval

In the discussions "New to NetSuite | Enter and Submit Expense Reports Using Other Roles" and "New to NetSuite | Enter and Submit Expense Reports Using the Employee Center Role," we covered two different methods for submitting an expense report. Now, let’s move on to the next step.

Once an Expense Report is completed and submitted, it must be approved by someone with accounting authority before it can have an accounting impact and be processed for payment. In NetSuite, there are several options available for approving Expense Reports, including the standard approval process, the Approval Routing feature, and SuiteApprovals.

By default, if neither Approval Routing nor SuiteApprovals is enabled, NetSuite follows a straightforward approval process. In this scenario, the completed expense report is first routed to the employee’s immediate supervisor for review and approval. This step ensures that someone familiar with the employee’s activities and spending habits can verify the legitimacy and accuracy of the expenses. Once the supervisor approves the report, it is then forwarded to the accounting department for final approval and processing.