how to make Expense Category NOT a required field ...
# ask-stanley-ai
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how to make Expense Category NOT a required field for the NetSuite Expense Report Form
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AI generated answer (using internal Slack threads):
Based on the conversations, it appears that the Expense Category field is a mandatory field in the NetSuite Expense Report form and cannot be made optional directly. However, there are a few workarounds that you can consider: 1. Use a Generic Category: You can create a generic category that goes to an account which you can change at upload time. This way, you can bypass the mandatory requirement of the category field. 2. Reclassification: After exporting directly from Expensify to NetSuite, you can manually reclassify the expense from another category account. 3. Journal Entry: You can push from your category to the account with a journal entry. This way, you can bypass the mandatory requirement of the category field. 4. Use Expense Categories: You can load your entire chart of accounts into categories and in Expensify. If you don't want all the categories showing, you can deselect the ones that you do not want to show. Remember, these are workarounds and may not be the most efficient way to handle this situation. It's always best to have a clear understanding of your business requirements and processes before implementing any changes. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.838638842
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.808481514
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.805933237
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