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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 |Expense Report still posted on inactive Expense Account and Expense Category
People new to NetSuite often assume that marking a General Ledger (GL) account Inactive will immediately stop all activity from ever appearing on that account. In practice, NetSuite generally does prevent new transactions from posting to inactive accounts—but what users see in reporting can be affected by timing,…
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Updating Subsidiaries on Expense Categories via CSV
Getting the error. "You cannot change the subsidiary of this entity because one or more transactions exist for this entity," when trying to add a new subsidiary to an expense category via CSV update. We first tried an update with the expense category ID and the subsidary ID and include all subsidiaries (minus elimination),…
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Expense Category field sourcing to Expense report
Hi, We have created a custom field on the Expense Category record and a corresponding field on the Expense Report. However, when attempting to source the value from the Expense Category into the custom field on the Expense Report, the Expense Category does not appear in the source list in the field’s sourcing options.…
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Expense Category Missing on Form But Appears on PDF
Hello, We are seeing something strange with our expense reports that only seems to effect employees assigned to a specific Territory. Below is a normal expense report with the expense categories listed and territory populated. Here is the PDF which is correct. However for employees with territory = SLC, the expense…
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NSC | Add Expense Categories on Write Checks and Use Credit Card Transaction Forms
Every business has unique financial processes, and customizing your accounting software to fit your specific needs is essential. This article will guide you through adding an 'Expense Category' field to the 'Write Checks' and 'Use Credit Card' pages, providing a more comprehensive and organized expense management…
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How can I retrive Expense Categories from a saved search?
Hi Gurus, I want to retrieve the Expense Categories data from a saved search, but I am unable to locate the list. Could you please provide a suggestion? Regard,
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How to customize Expense Report to display custom field: Sub-Account from Expense Category?
Hi the expense report displays the expense account number when Category is entered. wnat to understand how it is happening. apparently it is picking the expense account from the Category defined on the setup->accounting>expense categories we have included a custom field "sub account" on the expense categories form and…