Transform to Expense Report is a powerful feature that simplifies the process of converting employee data into detailed expense reports within NetSuite. By automating this transformation, you can efficiently manage and track employee expenses, ensuring accuracy and compliance with your organization’s financial policies. This action enhances your financial reporting capabilities, allowing you to gain valuable insights into spending patterns and budget allocations. Whether you're a small business or a large enterprise, this tool helps you streamline your expense management processes, ultimately improving your operational efficiency and decision-making.
Configuration
NetSuite - Configuration (ver. 1.0.0)
Error behavior
The available values are:
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Fail and return response: The connector fails at the specified line but generates output with error details.
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Fail without response: The connector fails - the error will be displayed only in the log.
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Do not fail and return response: The connector does not fail but generates output records that may be marked with an error and detailed information.
NetSuite - Connection (ver. 1.0.0)
URL
URL of your NetSuite instance.
Account ID
Account ID for NetSuite API.
Consumer Key
Consumer key for NetSuite API.
Consumer Secret
Consumer secret for NetSuite API.
Token ID
Token ID for NetSuite API.
Token Secret
Token secret for NetSuite API.
Input & Output Schema
Input
NetSuite - Transform Employee To Expense Report Request (ver. 1.4.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| ID | String | No | Unique identifier for the employee in NetSuite |
| ExpenseReport | NetSuite - Expense Report v1.3.0 |
No | Reference to the version of the Expense Report integration in NetSuite |
NetSuite - Expense Report (ver. 1.3.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| TranDate | DateTime | Yes | Represents the transaction date for the employee expense report |
| Memo | String | Yes | Contains additional notes or comments related to the expense |
| Policyviolated | Bool | Yes | Indicates whether the expense violates company policy |
| Advance | Double | Yes | Represents any advance payment made towards the expense |
| ID | String | Yes | Unique identifier for the employee expense report |
| Expensereportexchangerate | Double | Yes | Exchange rate applied to the expense report currency |
| Status | NetSuite - Status v1.4.0 |
Yes | Current status of the employee expense report |
| CreatedDate | DateTime | Yes | Date when the expense report was created |
| PrevDate | DateTime | Yes | Date of the previous expense report, if applicable |
| CustomForm | NetSuite - Custom Form v1.4.0 |
Yes | Custom form used for the expense report |
| CurrencyPrecision | String | Yes | Indicates the precision of the currency used in the report |
| Corporatecard | Double | Yes | Amount charged to the corporate card for the expense |
| Complete | Bool | Yes | Indicates whether the expense report is complete |
| ExternalID | String | Yes | External identifier for the expense report |
| Totalbasecurrency | String | Yes | Total amount in the base currency of the account |
| Reimbursable | Double | Yes | Amount that is eligible for reimbursement |
| Total | Double | Yes | Total amount of the expense report |
| Advance2 | Double | Yes | Represents a second advance payment made towards the expense |
| Nonreimbursable | Double | Yes | Amount that is not eligible for reimbursement |
| TranID | String | Yes | Unique transaction ID for tracking purposes |
| Amount | Double | Yes | Total amount of the individual expense line |
| LastModifiedDate | DateTime | Yes | Date when the expense report was last modified |
| Accountingapproval | Bool | Yes | Indicates whether the expense report has been approved by accounting |
| Supervisorapproval | Bool | Yes | Indicates whether the expense report has been approved by the supervisor |
| Usemulticurrency | Bool | Yes | Indicates if multiple currencies are used in the expense report |
| Duedate | DateTime | Yes | Due date for submitting the expense report |
| RefName | String | Yes | Reference name associated with the expense report |
| Links | NetSuite - Ns Link v1.1.0 |
Yes | Links to related records or documents in NetSuite |
| Advanceaccount | NetSuite - ID v1.2.0 |
Yes | Account associated with the advance payment |
| Subsidiary | NetSuite - ID v1.2.0 |
Yes | Subsidiary to which the expense report belongs |
| AccountingBookDetail | NetSuite - Expense Report Accounting Book Detail Collection v1.2.0 |
Yes | Details of the accounting book related to the expense report |
| Expensereportcurrency | NetSuite - ID v1.2.0 |
Yes | Currency used for the expense report |
| Expense | NetSuite - Expense Report Expense Collection v1.2.0 |
Yes | Collection of individual expenses within the report |
| Entity | NetSuite - ID v1.2.0 |
Yes | Entity associated with the expense report |
| Class | NetSuite - ID v1.2.0 |
Yes | Class categorizing the expense report |
| Department | NetSuite - ID v1.2.0 |
Yes | Department responsible for the expense report |
| PostingPeriod | NetSuite - ID v1.2.0 |
Yes | Posting period for the expense report |
| Location | NetSuite - ID v1.2.0 |
Yes | Location where the expense was incurred |
| Account | NetSuite - ID v1.2.0 |
Yes | Account to which the expense is charged |
| Acctcorpcardexp | NetSuite - ID v1.2.0 |
Yes | Account associated with corporate card expenses |
| CustomFields | JSON | Yes | Custom fields for additional data related to the expense report |
NetSuite - Expense Report Accounting Book Detail Collection (ver. 1.2.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Links | NetSuite - Ns Link v1.1.0 |
Yes | Provides a link to the NetSuite API for accessing employee data |
| TotalResults | Integer | Yes | Indicates the total number of employee records retrieved |
| Count | Integer | Yes | Represents the number of employee records in the current response |
| HasMore | Bool | Yes | Indicates whether there are more employee records available |
| Offset | Integer | Yes | Specifies the starting point for the next set of employee records |
| Items | NetSuite - Expense Report Accounting Book Detail Element v1.2.0 |
Yes | Contains the list of employee records retrieved from NetSuite |
| CustomFields | JSON | Yes | Holds any additional custom fields associated with the employee records |
NetSuite - Status (ver. 1.4.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| ID | String | No | Unique identifier for the credit memo |
| RefName | String | Yes | Reference name for the credit memo |
| CustomFields | JSON | Yes | Additional custom data related to the credit memo |
NetSuite - Expense Report Accounting Book Detail Element (ver. 1.2.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Links | NetSuite - Ns Link v1.1.0 |
Yes | Represents the connection to the NetSuite instance |
| ExchangeRate | Double | Yes | Indicates the currency exchange rate used in transactions |
| RefName | String | Yes | Provides a reference name for the employee record |
| AccountingBook | NetSuite - Ns Resource v1.6.0 |
Yes | Links to the accounting book associated with the employee |
| Subsidiary | NetSuite - ID v1.2.0 |
Yes | Identifies the subsidiary to which the employee belongs |
| CustomFields | JSON | Yes | Contains any custom fields related to the employee record |
Output
NetSuite - Response (ver. 1.0.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| StatusCode | Integer | No | HTTP status code returned by the NetSuite API indicating the result of the operation |
| IsError | Bool | No | Indicates whether there was an error during the operation |
| Message | String | Yes | Error or status message providing additional information |
Status Code
- 200 Success
- 400 Bad request
- 404 Not found
- 500 Server error