Netsuite – Importing transactions into an Expense Report
I recently had a request to make expense reporting easier for a finance department. They wanted an easier way to get their employees' reported expenses into Netsuite and associate them to an expense report without a lot of manual entry. The process they were using required the employee to email receipts to the finance department, then someone would take time out of their day to manually enter the expenses one-by-one into Netsuite. This was a time consuming process and prone to errors.
To make things easier, I created a CSV import that would allow them to import expenses in bulk and then review them before submitting the expense report.