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Entering Expense Reports within NetSuite 1 I Page Expense Reports Expense Reports are utilized in NetSuite to reimburse an employee for any personal expenses they may have used to purchase supplies/equipment/etc. for the company. Login in to your Employee Center In the Employee Center – Home Links section you should see a link for Enter Expense Reports The first date listed should be the date you are entering the expense report Within the Expenses tab, fill out the following information: Date – the date that the personal expense occurred Category – what was your personal expense used for. Click the arrows next to the field and select “List” to bring up a list of the accounts available for reimbursable expenses. ---PAGE BREAK--- Entering Expense Reports within NetSuite 2 I Page Amount – the amount, including taxes and tips, of your expense Memo – an explanation of what the expense was for Division – the division that will get expensed. Your division with the company will auto-populate; alter if necessary. Department/Class & Location – nothing needs to be entered Customer – enter the customer ONLY if the expense is related to a billable project o If it is, uncheck the billable box (we don’t want to directly bill them for the expense) If you have more than one receipt to expense, click the “add” button and NetSuite will add a line item o Follow the directions above for each line item you create NOTE – All receipts must be attached to the Expense Report electronically! No paper receipts will be accepted! o To add the receipt to the report, click the Communication tab à Files sub-tab o Click the à New à Choose File to upload the receipt file o Select the Folder which stores the file within NetSuite (ExpenseCloud is a common option) ---PAGE BREAK--- Entering Expense Reports within NetSuite 3 I Page o Press Save once the file is selected o Press Add to add the file onto the line item o Once all receipts are attached, press Submit o This will generate an expense report for your supervisor to approve o NOTE – An expense report will NOT be paid until your supervisor has approved AND all the applicable receipts are attached!