Expense Report workflow
Why are Expense Reports not getting pulled from NetSuite to ApprovalMax?
If you have created an Expense Report in NetSuite and it doesn't show in ApprovalMax after synchronisation, please follow these steps: Make sure that the respective workflow has been activated: Double-check that all Expense Reports in NetSuite have ...
Is it possible to unreject an Expense Report? (NetSuite)
If an Expense Report that was created in NetSuite gets rejected by an Approver in ApprovalMax, it goes back to NetSuite with the Rejected status. It can be resubmitted for approval. Its Requester needs to amend such Expense Report in NetSuite and ...
How can I stop pulling Expense Reports from NetSuite?
ApprovalMax only pulls Expense Reports from NetSuite that have the Pending Approval status if the respective Expense Report workflow has been set up and activated. If you don't want to use Expense Report approvals at all, then just deactivate the ...
How does the approval of NetSuite Expense Reports work?
ApprovalMax enables multi-step approval workflows for NetSuite Expense Reports. This is how it works: Expense Reports are created in NetSuite in the Pending Approval status. ApprovalMax pulls these Expense Reports, including all relevant details. ...
How to pull Expense Reports from NetSuite
You can configure ApprovalMax in a way that it pulls all Expense Reports in the Pending Approval status from NetSuite and starts the respective approval workflow for them. In order to do so, go to the Expense Report workflow, click on the Add ...