Expense Report

Internal ID: expensereport

Supports Custom Fields

Fields

Internal ID Type nlapiSubmitField Label Required Help
account select false Account false Select an account for this expense. Note: This field is available to edit only in the following cases: * You have checked the Accounting Approval box on this form. * You are editing an expense report entered previously.
accountingapproval checkbox false Accounting Approval false If you have the appropriate accounting authority to approve this report indicating it is ready to pay, place a check mark in this box.
advance currency false Advance To Apply false Enter any advance that should be applied to any reimbursement for these expenses.
amount currency false Amount false The number NetSuite enters here represents the total of all line items minus any advances and lines marked as non-reimbursable.
approvalstatus select false Approval Status false When you use SuiteFlow for expense report approvals, the forms now include an Approval Status field. The Approval Status field reflects the state of the transaction in the approval process. Expense reports may have one of the following statuses: * Pending Approval – The expense is in the approval queue. * Approved – The expense has been given approval for processing. * Rejected – The expense has not been approved and will not be processed.
class select false Class false Choose a class to associate with this transaction. Click New to enter a new class.
complete checkbox false Complete false This field shows if this report is complete. Only complete reports are submitted for approval and processing. Note: Once an expense report is marked complete, you can no longer make changes to it.
createddate datetime false false
customform select false Custom Form true To use a different custom form to enter the expense report, select it here.
department select false Department false Choose a department to associate with this transaction. Click New to enter a new department.
duedate date false Date Due false Enter the due date of the expense report.
entity select false Employee true Enter the name of the employee who incurred these expenses.
entitynexus select false Nexus false
externalid text false ExternalId false
lastmodifieddate datetime false false
location select false Location false Choose a location to associate with this transaction. Select New to enter a new location record. Go to Lists > Locations for details about existing location records.
memo text true Purpose false Enter the purpose of the entire expense report.
nextapprover select false Next Approver false When you use SuiteFlow for expense approvals, expense reports include a Next Approver field. This field is populated based on the associated workflow. For example, in your workflow you may create a state of Pending Approval. In that state you create a formula to set the Next Approver as the employee’s supervisor.
nexus select false Nexus false
postingperiod select false Posting Period true The current period is entered as the posting period for the expense report. If this period is closed before the expense report is approved, the posting period is the earliest open period.
status text false Status false
statusRef text false false
subsidiary select false Subsidiary false The subsidiary associated with the selected employee is displayed here. To enter expenses associated with other subsidiaries, the Intercompany Time and Expense feature must be enabled, and journal entries will need to be created to adjust for intercompany expenses. Automated intercompany adjustments can be generated at <_TABNAME=TRAN_CREATEINTERCOADJJE_> > <_TASKCATEGORY=TRAN_CREATEINTERCOADJJE_> > Create Intercompany Adjustments.
supervisorapproval checkbox false Supervisor Approval false If you have the appropriate authority as a supervisor to approve this report, place a check mark in this box.
total currency false Expenses Total false NetSuite will keep track of the total expenses as you add and edit line items below.
trandate date false Date true NetSuite inserts today's date as the date of this expense report. You can type or pick another date.
tranid text false Exp. Rept. # false NetSuite increases the largest expense report number by one. If you wish, you can type another number. The next expense number will revert to the standard pattern. You can enter a maximum of 45 characters in this field.
usemulticurrency checkbox false Use Multi Currency false Check this box if you want to enter expenses in foreign currencies on this expense report. This box is checked by default if you have enabled the Use Multicurrency Expense Reports preference on the General subtab at Home > Set Preferences. Foreign amounts are translated into base currency amounts. Note that exchange rates and converted amounts displayed on expense lines are provided as approximations only. Actual reimbursement amounts will be based on rates at the time of reimbursement.

Sublists

accountingbookdetail - Accounting Books

Internal ID Type Label Required Help
accountingbook select Secondary Book false
exchangerate currency2 Exchange Rate true

expense - Expenses

Internal ID Type Label Required Help
amount currency Amount true
category select Category true
class select Class false
currency select Currency true
customer select Customer false
department select Department false
exchangerate currency2 Exchange Rate false
expensedate date Date true
foreignamount currency2 Foreign Amount false
isbillable checkbox Billable false
isnonreimbursable checkbox Non-reimbursable false
line text false
location select Location false
memo text Memo false
receipt checkbox Receipt false

Tabs

Name Label
custom Custom
history History
items Items
workflow Workflow

Search Data

Transaction