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Mapping merchant field on employee imported credit card transactions
We have employees that use personal credit cards for their travel expenses (not commercial cards) and we want them to import their transactions via CSV and then create their expense reports. Then we will reimburse them. I've been testing the process and everything works great, except I cannot map the Merchant field from my…
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Mobile Expense Log on Desktop
Is the expense log (just a list of expenses not yet associated with a report) unique to the mobile app? For example, I would like to scan in a bunch of receipts using the mobile app to the expense log and then go to the desktop to create an expense report and add expenses from the expense log. Is this possible? Or is the…
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Sales Team Expense Management
I'm curious as to which platforms others are using for their sales team's expense reimbursements which integrates nicely with Netsuite. Please share your experiences.
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Error: A budget record line with the same combination already exists (even though it doesn't)
I am creating custom budgets in Netsuite (using the ECBV suiteapp). My current segments are: Activity (a custom segment) Departments Locations My current budget I am loading has differing accounts, but the same segments. However, I get the following error when inputting the Location into the budget line: 'A budget record…
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Re-submit PO approval process if item was changed
Hi, Is there a way I can restart the PO approval process when a user edits the PO and changes the item/ expense account? I did not find on the condition section field of "Item" or "Account" or anything that can help me with creating such a condition on the transition arrow Thanks!
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How to set up Custom Role for Expense Report Creation?
Hello, I would like to add permissions to certain roles to be able to enter expense reports from the Centre subtabs. Which permissions are required to enter and view expense reports Note that the role will not have an employee centre access. We would like employees entering their expenses without access to the employee…
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AE:Create a requisition for an expense
Hi folks, we can only select items, if we create an purchase requesition/order. I think it's is unabled somewere, but I cannot find where. See also screenshot I added, I cannot select expenses or items. I already checked the forms, but here "show" has been checked. Could you please help, where I can find this option?…
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How to change Vendor Bill amount after Amortization Schedule creation?
Hi guys! Hope you all are doing great! We have an urgent issue and I'm sure that this is the best place to find the solution: We have a VendorBill that have it's amortization schedule process started and the journal entry was generated. The amount of this VendorBill needs to be changed. The amortization for this bill was…
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AE:Petty Cash
Hi Experts Seeking opinions from you regarding the setting up petty cash process in NetSuite Can we use "Expense Report" functionality as a workaround for this ? or any other processes to cater following Record Petty cash expense Top up floats ( issuing a cash check) IOU Thanks