Expense Management & Employee Centre

Submit, approve, and reimburse — without the email chain. Master NetSuite expense reports, approval workflows, and the employee centre — for all staff who submit expenses and managers who approve them. 3 hrs · 1 session · Foundation. Overview Expense management is the most universal NetSuite capability — everyone in the organisation touches it, and poor adoption has a direct cost: paper receipts, WhatsApp expense requests, email approval chains, and finance staff manually entering expenses submitted outside the system. This session covers the complete expense management flow in NetSuite: from an employee submitting their first expense report, through manager approval, to finance processing the reimbursement. Including the project coding that matters for professional services and project-based organisations, and the corporate card matching that matters for larger businesses. Learning outcomes • Submit an expense report with correct category coding, receipts, and project allocation • Approve or return an expense report as a manager, with a clear comment • Process expense reimbursements as a finance officer via the vendor bill and payment run • Match corporate credit card transactions to expense report lines • Correct a submitted expense report at the appropriate workflow stage Prerequisites • NetSuite Navigation & Personalisation course or comfortable with the NetSuite interface • No accounting knowledge required Modules 1. Expense reports, approvals & the employee centre (3 hours) The employee centre: accessing it, what employees can see (their own expenses, leave requests, pay stubs if enabled), and what they cannot see. Creating an expense report: the header (purpose, currency, period), adding expense lines (date, category, amount, description, receipt attachment), and the rules around required receipts by expense category. Expense categories: what they are, why the right category matters for GL coding and budget tracking, and how to find the right category when unsure. Mileage expenses: entering distance, rate, and the automatic calculation. Corporate credit card expenses: how to match a card transaction that appears in NetSuite to an expense report line — and what happens when the amounts differ. Project coding: adding a project and task to an expense line for billable or cost-tracked expenses. Submitting the expense report: the confirmation, the workflow trigger, and how to track the status. The approval workflow: how the expense routes to the line manager, how to approve or return with a comment, and how to escalate a report that has been sitting too long. Finance processing: converting the approved expense report to a vendor bill, grouping multiple reports for a single EFT payment run, and recording the reimbursement. Correcting a submitted report: what to do when a report has been submitted with the wrong category or amount — who can make changes and at which workflow stage. Topics: Employee centre access; Expense report header; Expense categories; Receipt requirements; Mileage entry; Corporate card matching; Project and task coding; Submission process; Approval workflow; Manager approval; Return with comment; Finance processing; Reimbursement payment; Report correction Delivery Ideal as a standalone 3-hour session for the full organisation at go-live. Can be split into a 90-minute session for employees and a separate 90-minute session for managers and finance, covering approval and processing in more depth. Groups of up to 30. Certification Certificate of completion Price USD 250 · per participant per person · indicative · group pricing available HRDC eligibility Up to 75% refundable Mauritius-registered employers may claim this training via the HRDC levy. We provide full documentation to support your claim. Languages English Provider reference SIMPLIT-041-NS_EXPENSE_MANAGEMENT

• All employees who submit expense reports in NetSuite • Line managers who approve expense reports for their team • Finance officers who process expense reimbursements • HR administrators who maintain employee records in the employee centre • Project managers who need to code expenses to specific projects and tasks • Anyone who has received a returned expense report and is not sure why