andy.crumrine
05/28/2025, 6:21 PMCeligo AI
05/28/2025, 6:22 PMAI generated answer (using internal Slack threads):Based on the conversations, there are a few ways to manage corporate credit card expenses in NetSuite: 1. Expense Reporting with Credit Card: This method involves setting up a credit card in the chart of accounts and using Expense Reporting with the Credit Card type. At the line level, you can choose Corporate Card, which should directly debit your expense and credit the credit card account. No payment is required after this. However, this method may not be user-friendly for C-level executives and may require the accounting/payable department to upload large expense reports using CSV uploads. 2. Creating Additional Employee Records: This workaround involves creating additional employee records to be used as each employee's "credit card employee record". These are dummy records that don't need access. Then, a checkbox on the expense report can be used to mark it as a credit card expense report. When this is ticked, it triggers a workflow on save that swaps out the employee with their credit card employee. This means that the total credit card expense sits against that CC employee and the direct debit or payment can be put to that record when paid. This method also posts the expense to the P&L, eliminating the need to use the credit card transaction. 3. Using a Corporate Credit Card Account in the Expense Report: If you select a Corporate Credit Card account in the Expense Report and check the corporate card checkbox in the transaction lines, those will post/be credited to the Credit Card account instead of to the A/P account. You can also set a corporate credit card account on employees' records. 4. Integration with American Express: American Express has an app that can pour expenses into NetSuite. However, you would still have to attach receipts, etc. Remember, the best solution will depend on your specific needs and the complexity of your expense management process. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
05/28/2025, 6:22 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.851176441
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846466601
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843662083
Celigo AI
05/28/2025, 6:22 PMandy.crumrine
05/28/2025, 6:35 PM