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ACH payments for Expense Reports
We are trying to pay our Employee's Expense reports via ACH. Our Payroll is not handled through NetSuite. We need our employees to maintain their own bank information. The problem is when I set the permissions for Bank details to create, an employee can create a bank record on a different employees file. It does not…
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NetSuite Admin Tip | Can Expense Accounts Be Assigned Based on Employee and Expense Category?
When configuring expense reporting in NetSuite, organizations may encounter situations where the same type of expense needs to be posted to different General Ledger accounts depending on the employee submitting the expense. A common example is fuel or gas expenses, where some employees' expenses should be charged to…
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New to NetSuite | Unable to Approve Expense Reports Due to Missing Employee Email Address
Users may encounter an unexpected error when attempting to approve Expense Reports in NetSuite. This article explains a scenario where the approval process fails because required employee email addresses are missing, preventing a workflow from completing successfully. Scenario A user attempted to approve an Expense Report…
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NSC | Unable to Edit Approved Expense Report in Employee Center Role
Users may encounter an unexpected error when attempting to edit and save an existing Expense Report using an Employee Center role. This behavior commonly occurs when the Expense Report has already been approved for payment. This article explains the cause of the issue, the observed system behavior, and the recommended…
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NSC | Updating the Date on an Existing Expense Report Causes Exchange Rate Error (Scenario 2)
Scenario 2: User cannot update or change the date on an existing expense report and encounters the error: “Exchange rate cannot be changed on an existing Expense Report.” Findings and Explanation When the user updates the Date field on an existing Expense Report, NetSuite automatically evaluates the exchange rate…
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NSC | Exchange Rate Cannot Be Changed on an Existing Expense Report (Scenario 1)
In NetSuite, the exchange rate applied to an Expense Report is determined by the transaction date and the corresponding currency exchange rate available in the Currency Exchange Rates list. Once an Expense Report is created and saved, the exchange rate becomes fixed and cannot be modified. Any attempt to update the…
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NSC | Foreign Amount Field Not Visible on Expense Report in Employee Center Role
When creating an Expense Report in NetSuite using the Employee Center role, users may need to enter a Foreign Amount for expenses incurred in a different currency. In this scenario, the user reported that the Foreign Amount field was not visible on the Expense Report form, even though the form supports this field. The…
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NetSuite Admin Tip | Why Expense Reports Stay Open in Accounts Payable After Payroll Reimbursement?
Overview A common issue in NetSuite occurs when employee expense reports remain open in the Accounts Payable (A/P) Register even after: The expense has been billed to a customer The customer invoice has been paid The employee has already been reimbursed through payroll This behavior is expected when expense reports are…
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New to NetSuite | Account for Corporate Card Expenses Field Not Visible on ER for Employee Center
Users assigned to Employee Center roles may encounter an issue where the Account for Corporate Card Expenses field is not visible when creating or editing Expense Reports. Even when the Restrict Time and Expenses preference is disabled, the field may still remain unavailable. This article explains the cause of the…
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New to NetSuite | Restricting Employees to View Only Their Own Expense Reports
When setting up roles and permissions in NetSuite, it is important to control what records employees can access. One common requirement is limiting employees so they can only view their own Expense Reports (ERs) instead of seeing all employee expense submissions. NetSuite provides role-based restrictions that allow…