Insert or Update Expense Report is a powerful action that simplifies the management of your financial data by allowing you to seamlessly insert or update expense reports within the NetSuite API. This functionality enhances your ability to track and manage expenses efficiently, ensuring that your financial records are always up to date. By integrating this action into your workflow, you can streamline your expense reporting process, reduce manual entry errors, and improve overall accuracy. Whether you're a small business or a large enterprise, this action helps you maintain clear visibility into your expenses, supporting better decision-making and financial planning.
Configuration
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.
NetSuite - Configuration (ver. 1.0.0)
Error behavior
The available values are:
-
Fail and return response: The connector fails at the specified line but generates output with error details.
-
Fail without response: The connector fails - the error will be displayed only in the log.
-
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.
Input & Output Schema
Input
NetSuite - Expense Report Update Request (ver. 1.2.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| ID | String | No | Unique identifier for the expense report |
| ExpenseReport | NetSuite - Expense Report v1.2.0 |
No | Represents the version of the expense report in the NetSuite connector |
NetSuite - ID (ver. 1.2.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| ID | String | Yes | The unique identifier |
NetSuite - Expense Report (ver. 1.2.0)
| 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 to the employee |
| 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 and time when the expense report was created |
| PrevDate | DateTime | Yes | Date of the previous transaction related to the expense |
| CustomForm | NetSuite - Custom Form v1.4.0 |
Yes | Custom form used for the employee expense report |
| CurrencyPrecision | String | Yes | Specifies 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 integration with other systems |
| 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 employee expense report |
| Advance2 | Double | Yes | Represents a second advance payment made to the employee |
| Nonreimbursable | Double | Yes | Amount that is not eligible for reimbursement |
| TranID | String | Yes | Unique transaction identifier for tracking purposes |
| Amount | Double | Yes | Total amount of the individual expense item |
| LastModifiedDate | DateTime | Yes | Date and time 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 employee 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 - Entity One Of v1.7.0 |
Yes | Entity associated with the employee 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 accounting purposes |
| Location | NetSuite - ID v1.2.0 |
Yes | Location where the expense was incurred |
| Account | NetSuite - ID v1.2.0 |
Yes | Account associated with the expense report |
| Acctcorpcardexp | NetSuite - ID v1.2.0 |
Yes | Account linked to corporate card expenses |
| CustomFields | JSON | Yes | Additional custom fields related to the expense report |
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 - Custom Form (ver. 1.4.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| ID | String | No | Unique identifier for the contact in NetSuite |
| RefName | String | Yes | Display name of the contact used for reference |
| CustomFields | JSON | Yes | Additional user-defined fields for the contact |
NetSuite - Ns Link (ver. 1.1.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Rel | String | Yes | Represents the relationship identifier for the Netsuite account |
| Href | String | Yes | Contains the URL link to access the Netsuite account |
| CustomFields | JSON | Yes | Holds additional custom field data specific to the Netsuite account |
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 - Expense Report Expense 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 resource for the 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 Expense Element v1.2.0 |
Yes | Contains the list of employee records retrieved from NetSuite |
| CustomFields | JSON | Yes | Holds additional custom field data related to the employee records |
NetSuite - Entity One Of (ver. 1.7.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Customer | NetSuite - ID v1.2.0 |
Yes | Unique identifier for the customer associated with the credit memo |
| Partner | NetSuite - ID v1.2.0 |
Yes | Unique identifier for the partner related to the credit memo |
| Vendor | NetSuite - ID v1.2.0 |
Yes | Unique identifier for the vendor linked to the credit memo |
| NsResource | NetSuite - Ns Resource v1.6.0 |
Yes | Identifier for the resource used in the credit memo process |
| Employee | NetSuite - ID v1.2.0 |
Yes | Unique identifier for the employee who created the credit memo |
| Contact | NetSuite - ID v1.2.0 |
Yes | Unique identifier for the contact person 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 |
NetSuite - Expense Report Expense Element (ver. 1.2.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Links | NetSuite - Ns Link v1.1.0 |
Yes | Represents the link to the NetSuite record |
| Memo | String | Yes | Contains additional notes about the expense |
| GrossAmt | Double | Yes | Total amount before any deductions or taxes |
| ID | Integer | Yes | Unique identifier for the employee expense |
| Isnonreimbursable | Bool | Yes | Indicates if the expense is non-reimbursable |
| Receipt | Bool | Yes | Specifies if a receipt is attached to the expense |
| Line | String | Yes | Describes the line item associated with the expense |
| Expensedate | DateTime | Yes | Date when the expense was incurred |
| Rate | Double | Yes | Rate applied to the expense item |
| Linked | Bool | Yes | Shows if the expense is linked to another record |
| Amount | Double | Yes | Amount of the expense being recorded |
| IsBillable | Bool | Yes | Indicates if the expense is billable to a client |
| Quantity | Double | Yes | Number of units for the expense item |
| Raterequired | Bool | Yes | Specifies if a rate is required for the expense |
| Corporatecreditcard | Bool | Yes | Indicates if a corporate credit card was used |
| Refnumber | Integer | Yes | Reference number for tracking the expense |
| RefName | String | Yes | Name associated with the reference number |
| Department | NetSuite - ID v1.2.0 |
Yes | Identifier for the department related to the expense |
| Customer | NetSuite - Customer One Of v1.5.0 |
Yes | Customer associated with the employee expense |
| Currency | NetSuite - ID v1.2.0 |
Yes | Currency type used for the expense |
| Expenseaccount | NetSuite - ID v1.2.0 |
Yes | Account where the expense is recorded |
| Category | NetSuite - ID v1.2.0 |
Yes | Category classification for the expense |
| Expmediaitem | NetSuite - Ns Resource v1.6.0 |
Yes | Media item related to the expense |
| Location | NetSuite - ID v1.2.0 |
Yes | Location where the expense was incurred |
| Importedemployeeexpense | NetSuite - Ns Resource v1.6.0 |
Yes | Resource representing the imported employee expense |
| Class | NetSuite - ID v1.2.0 |
Yes | Class identifier for categorizing the expense |
| CustomFields | JSON | Yes | Stores additional custom data related to the expense |
NetSuite - Ns Resource (ver. 1.6.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| ID | String | No | Unique identifier for the Netsuite account |
| RefName | String | Yes | User-friendly name for the Netsuite account |
| ExternalID | String | Yes | Identifier used for external references to the account |
| Links | NetSuite - Ns Link v1.1.0 |
Yes | Links to related resources or entities in Netsuite |
| CustomFields | JSON | Yes | Additional custom attributes specific to the Netsuite account |
NetSuite - Customer One Of (ver. 1.5.0)
| Column | Data type | Allow null | Description |
|---|---|---|---|
| Customer | NetSuite - ID v1.2.0 |
Yes | Unique identifier for a customer in NetSuite |
| Partner | NetSuite - ID v1.2.0 |
Yes | Unique identifier for a partner in NetSuite |
| Vendor | NetSuite - ID v1.2.0 |
Yes | Unique identifier for a vendor in NetSuite |
| NsResource | NetSuite - Ns Resource v1.6.0 |
Yes | Identifier for a resource in NetSuite |
| Employee | NetSuite - ID v1.2.0 |
Yes | Unique identifier for an employee in NetSuite |
| Contact | NetSuite - ID v1.2.0 |
Yes | Unique identifier for a contact in NetSuite |
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