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NSC | Account for Corporate Card Expenses Field Missing from Expense Report
An issue was reported where the “Account for Corporate Card Expenses” field is not visible on expense reports for a specific custom role, despite being available for other custom roles. The affected role does not have the “Restrict Time and Expenses” option enabled and has broad access, including all subsidiaries and…
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How to make Expense Report Approvals work like Timesheet Approvals
Hopefully this is a really simple answer… but I can't find any documentation on it. Therefore, thank you in advance . For our Timesheet Approvals, I am pretty sure that this capability is built into NetSuite and is not a Workflow or Script. This is how we think that it works. An Employee creates their timesheet. They have…
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New to NetSuite | Understanding Billable Checkbox in the Expense Report
In NetSuite Expense Reports, the Billable checkbox identifies whether a specific expense line should be treated as a customer- or project-chargeable cost. This means it is eligible to be billed back to a customer (or reimbursed via customer invoicing) rather than absorbed as an internal expense. This is most often used in…
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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…
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New to NetSuite | Set Default Account For Corporate Card Expenses for Expense Report in NetSuite One
If you’re new to NetSuite OneWorld, setting a default account for corporate card expenses is an important first step in keeping expense report postings consistent and accurate across subsidiaries. Because OneWorld environments introduce subsidiary-specific accounting, establishing the right default account helps ensure…
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New to NetSuite | Setting Default Account For Corporate Card Expenses in Non-OneWorld Account
Managing corporate card expenses efficiently is key to maintaining accurate financial records in NetSuite. In a Non-OneWorld account, configuring a default account for corporate card expenses promotes consistent posting, minimizes manual selection errors, and streamlines the expense reporting process. With the default…
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New to NetSuite | Understanding Corporate Card Expenses in Expense Report
Corporate card expenses in NetSuite are purchases employees make using a company-issued credit card that must be recorded, coded, supported with receipts, and approved so they post correctly to the general ledger and can be reported by cost center, project, or customer. NetSuite organizations typically capture corporate…
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Expense Report workflow - setting value for non-reimbursable checkbox line field
Dear team, our client asked us to develop the following solution in our expense approval workflow. When creating a new expense report the value of the checkbox expense line field 'Non-reimbursable' should be checked, based on the value of another line field. The other field is a custom segment. Specificaly, when the value…
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Expense report - total reimbursable amount cannot be negative?
Dear team, I wondered if you could please clarify the following for me? Before saving expense report it is possible enter the advance to apply exceeding the total reimbursable amount. However, on saving the expense report NetSuite seems to adjust the advance to apply to merely match the expenses total so that the total…
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NetSuite Admin Tip | Resolving Memo Field Glitches in NetSuite Custom Expense Report Forms
Custom NetSuite expense report forms are intended to streamline data entry and drive more accurate business expense tracking. Nevertheless, users may occasionally encounter unexpected glitches that impede efficient workflow. A commonly reported issue arises when users attempt to fill in the memo field at the transaction…