How to Create NetSuite Expense Reports From Excel

XLNS | This article will show you how to create Expense Reports when using CloudExtend Data Management

Updated over a week ago

The Expense Reports feature enables users to enter expense reports and convert them into bills. An expense report records employees' expenditures to track information about the expense, such as the following:

  • What was purchased

  • How much was spent

  • Reason for the purchase

  • Whether it can be billed to a customer or a project

In this video, we are going to show you how to create the NetSuite Expense Reports with CloudExtend Excel Data Management for NetSuite.

Template Layout

๐Ÿ’ก Tip: It is best to check out the forms and fields and identify the header, column, and required fields in NetSuite that you may need in building the template.

If you are using NetSuite Classic Interface, you can go to:

Transaction > Employees > Enter Expense Report


Tran Date

Expense List: Expense Date

Expense List: Amount

Expense List: Category

Expense List: Memo

Creating an Expense Report

Step 1: Load the Expense Report template onto the worksheet

Step 2: Add an Employee value to the Entity field

Step 3: Add a Date value to the Tran Date field

Step 4: Add a value for Amount, Expense Type, and Description to the Amount, Category, and Memo field

Step 5: Click Update and upsert the records to NetSuite and it will generate an Expense Report. It will generate internal IDs for the records after it was successfully created in NetSuite.

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