Hello again everyone. Would anyone know how to li...
# general
u
Hello again everyone. Would anyone know how to list individual entries in an employee's Expense Report onto a Financial Report? Or if that's not possible, would there be a way to customize an Expense Report's form? Specifically, I'd like to add custom columns to the table you can fill with details inside the "Expenses" Subtab, not the Screen Fields. I'd appreciate any inputs, thanks!
j
Hey @7px, yes, this is possible. You just need to create a new Column Field aka Transaction Line Field. Let me know if you're looking for additional info.
u
Hey Josh, thanks for responding! I actually just made the necessary changes on our Expense Report form, and it works great, thanks! That said, I was really hoping there'd be a way to resolve my first question, since that's the real problem here. The higher-ups want to be able to list the items in the Expense Report as individual entries in a Financial Report, and to my knowledge this isn't how Netsuite designed Financial Reports to operate. Would you happen to know any solutions to this?
j
Hey @7px, what are they trying to do with this report? Based on the information you gave me, I would do a Transaction Saved search and set the
Main Line = False.
This would give you all the of the individual entries into a single search, based on your criteria.
u
Hey @Josh Godfrey, sorry for the terribly late response. For your first question, they're trying to create a report that lists down every purchase, sorted by Tax Code. This itself creates the problem of being unconvertible to a Transaction Saved Search, even with 
Main Line = False
, as the report itself uses Filters that don't seem to show up when creating a Saved Search, much less the
Tax Code
field/filter. Upon closer inspection, the Tax-relevant fields are from a Suitebundle named Withholding Tax (bundle ID 21144, if that means anything). I've tried creating the Transaction Saved Search as per your suggestion, but the lack of fields I can configure in reference to the Financial Report's filters leaves little to be desired. Usually there would be something labeled "Withholding Tax Fields..." at the bottom of a Criteria entry which would pop-up a dialog for fields pertaining to that category, but this doesn't have that. Would there be any other options, or is this idea moot? Regardless, thanks for your input. That Main Line bit actually managed to help me with another problem I had. (: