Articles tagged #EXPENSE
Articles tagged
#EXPENSE
Creating an Expense Category
Expenses can be grouped into expense categories that are associated with specific expense accounts.
Common Errors When Importing Expense Reports
The Results file for a failed expense report import might include any of the following messages.
Expense Report Body Fields
Key expense report body fields include the following.
Import Expense Report > Sublist Fields
You use the Expenses sublist to add or update individual expenses on an expense report record. This sublist can be selectively updated by either the Line ID or Ref No. field.
Import Expense Reports as Reimbursable
The user needs to import Expense Reports to be recognized as Reimbursable, and won't be deducted on the Advances to Apply.
Custom Accountant Role With Expense Report Permission Full Cannot Approve Expense Report via Approve Expense Report Page
The user has a Custom Accountant role with permission for theExpense Reportset toFull.Using the role, the user navigates to theApprove Expense Report page to view lists of expense reports for approval. Aftera checkmark is placed on theExpense Reportto approve and clickSubmit,the page reloads but theExpense Reportchecked is stillUnapproved.
Unable to set Account for Corporate Card Expenses When Editing Expense Reports
A user is trying to select an account in the Account for Corporate Card Expenses dropdown field in an Expense Report, but when saving the record, the value under this field is missing.
Create Expense Report Saved Search When Expense Report was Paid
User wants to pull out the date when an expense report was actuallypaid.
Saved Search > Expense Report with line attachment
In an existing Expense Report Saved Search, want to add the line attachment.
Import Expense Reports with Multiple Files > CSV Response Error: This record already exists
Customer added a Custom field in their Expense Report form named 'Reference Number' with function that is the same as Document Number but is assigned by the User and not by the System. This Reference Number field is located at the main line of the form.
Process Expense Report for Employees Assigned in a Different Subsidiary with Different Currency
There are employees who need to process Expense Reports for a subsidiary to be paid in a different currency but they are currently assigned to a subsidiary which is in USD.The ability to assign employees to multiple subsidiaries is still a system limitation and is filed under enhancement: 150756.
Resolve Error: "Invalid Reference Key XXX Accounts Payable for Subsidiary X" on Purchase Order CSV Import
When uploading a Purchase Order via CSV Import and the errorInvalid Reference Key XXX Accounts Payable for Subsidiary Xis encountered, this is because the Accounts Payable used is not available on the User Interface. This is usually populated by an Asset or an Expense account. Field mapping as follows:
Resolve Error: "No Match" on Expense Report when entering Job/Project on Expense Report
Customer is encountering a "No Match" error on Expense Reports when entering a Job or Project name under Transactions > Employees > Enter Expense Report > Expenses.
Creating an Expense Report with NetSuite for Mobile
You can create expense reports directly from your mobile device.
Logging an Expense with NetSuite for Mobile
Expenses are the basic elements from which you create expense reports. They can include an image of the physical receipt and accompanying description of what the expense relates to. You can attach up to four attachments to an expense enabling you to organize multiple items under a single category.
Select a Default Folder in File Cabinet for Uploaded Expense Images
Select a Default Folder in File Cabinet for Uploaded Expense Image.