1. Accounting
  2. Banking
  3. Bank Data Import
  4. Viewing Imported Banking Data
  5. Viewing Imported Corporate Card Expenses

Viewing Imported Corporate Card Expenses

When you import corporate card charges using a format profile, NetSuite puts them in the Imported Employee Expenses list. When new expenses are available, employees receive an email notification and a reminder in the Reminder portlet on the NetSuite Home page. You’ll see a list of your imported expenses when you click the link in the notification or reminder.

If you have the Administrator role, you can view and validate expense lines for every employee, daily.

To view imported corporate card expenses:

  1. Go to Transactions > Employees > Imported Employee Expenses. Alternatively, do the following:

    1. On the Home dashboard, go to the Reminders portlet.

      NetSuite displays the number of imported expense report charges waiting to be expensed.

    2. Click Expense Report Charges Waiting.

    The Imported Employee Expenses list appears. If you have the Administrator role, expenses for all employees appear. Otherwise, only your expenses appear.

  2. Before you add expenses to an expense report, make sure the details are correct by reviewing the following transaction information:

    Note:

    If you have the Administrator role, you can validate expense lines for all employees daily.

    • Employee – The employee to which the expense applies.

    • Status – The status of the expense, which can be the following:

      • Failed – The expense could not be imported. Contact your administrator for assistance.

      • Ignored – An expense excluded from the expense report. You can ignore expenses by selecting them and clicking Ignore Selected.

      • Pending – There was a problem linking the charge to this employee. The employee record may contain an error, like a typo in the cardholder name, that needs fixing. Contact your administrator for assistance.

      • Processed – This expense has already been added to an expense report.

      • Ready – You can add this expense to an expense report. To add expenses to expense reports, select expenses and click Add to New Expense Report.

    • Date – The date on which the expense occurred.

    • Amount – The amount charged to the corporate card.

    • Expense Category – The category of the expense.

    • Memo – The memo for the expense, if available.

    • Corporate Card – The corporate card to which this expense was charged.

For more information about this page, including how to add expense transactions to expense reports, see Creating Expense Reports With Imported Transactions.

Related Topics

General Notices