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 NextGen.
💡 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
Custom Form - (Optional. This will default to the preferred form set in NetSuite.
Subsidiary - (Add this field if you are using NetSuite OneWorld)
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 fields.
Step 5: Click Upload to NetSuite then Upload Records. It will generate internal IDs for the records after it was successfully created in NetSuite.