REPLAY AND USER GUIDE

Gain Better Control and Achieve Faster Reimbursements with NetSuite Expense Management

Gain Better Control and Achieve Faster Reimbursements with NetSuite Expense Management

Learn to save time, improve accuracy, and gain a clearer view of company spending.

Learn to save time, improve accuracy, and gain a clearer view of company spending.

Is your team still wrestling with spreadsheets and manual approvals for expenses? Beyond the frustration of slow reimbursement cycles and data entry errors, many businesses struggle to enforce spending policies and ensure every single billable expense is tracked back to a client project. This lack of control can lead to policy violations, compliance issues, and missed revenue.

This replay and user guide are for NetSuite users who want to move beyond basic data entry. We provide a practical walkthrough of the NetSuite Expense Management module, showing you how to configure it to solve specific challenges.

See how you can configure expense automation to reduce manual entry, build custom approval workflows to accelerate reimbursements, establish automated compliance rules to enforce spending policies, and correctly tag expenses directly to projects for precise client billing.

What we will show you in this session is:

  • 1

    How to configure expense automation to reduce manual entry and minimise errors. 

  • 2
    Methods for building custom approval workflows that accelerate employee reimbursements.
  • 3

    The correct way to tag expenses directly to projects and customers for precise, effortless client billing.

This replay and user guide are ideal for:

  • Finance Managers and Controllers
  • Accounts Payable Staff
  • Project Managers
  • NetSuite Administrators
Faster Reimbursements with NetSuite Expense Management

See NetSuite Expense Management in Action

EXPERIENCE THE DIFFERENCE

Presenter

NetSuite User Group Webinar presenter - Ross Johnstone

Ross Johnstone
Pre-Sales Engineer and Account Manager

Ross Johnstone leads the ERP pre-sales process at OneKloudX across a wide variety of industries and provides ongoing account management. With deep expertise in the NetSuite platform, Ross helps businesses find practical solutions to their operational challenges. 

Yes. This session and the full User Group are open to all NetSuite users.

You can significantly streamline expense reporting by leveraging corporate credit card CSV imports. This allows for direct upload of expenses into NetSuite, drastically reducing manual data entry and saving your team valuable time.

The employee center dashboard serves as a centralised, accessible hub for your entire workforce. You have the ability to define precisely which employees have access to this functionality, ensuring relevant information is always at their fingertips while maintaining security and control.

While direct policy restrictions are not the primary method, NetSuite’s robust form configuration and customisation options empower you to precisely control and restrict access to specific expense categories. This allows you to tailor the system to your exact needs, ensuring compliance and accuracy in your financial data.

About the NetSuite User Group (ONUG)

OneKloudX NetSuite User Group | Sydney

This session is part of our ongoing NetSuite User Group Lunch & Learn  series that has been created to help users maximise their ROI and performance of NetSuite. We cover the practical tools, everyday tactics, and real workflows. Whether you’re new to NetSuite or have been using it for years, our NetSuite User Group is designed to sharpen how your team uses it across finance, operations, and admin. Each session is designed to give you practical information that you can action.

Want to stay ahead of what’s possible in NetSuite?

Join the User Group today and never miss a session.

Sed porttitor lectus nibh. Vivamus magna justo, lacinia eget consectetur sed, convallis.

Gain control over expenses before the mess gets bigger

Messy spreadsheets slow reimbursements and leave gaps in visibility. Learn how to take back control with NetSuite Expense Management.