Hi all - just curious how others approach corporate card expense reports in Netsuite. Do you integrate with a company like Concur/Expensify? Do you sync them over as vendor bills, expense reports, or journals? Which is the best transaction to use, and why? We currently import vendor bills with Concur, but have a few pain points: the largest being end of month reconciliation, and reporting on employee spend by various metrics. At the moment, everything's kind of lumped into the American Express vendor, and we lose visibility on vendor spend, etc. Trying to find other, more efficient processes for this. Cheers!

@bjensen We use Concur for expense reporting with a company card. The integration is pretty easy. They come over as expense reports. Do you pay American Express as a vendor? That might be the hard part. We use BOA, they ACH our account each month for the full balance owed. All of the expense reports with BOA charges get posted as Advances Paid and then we offset that account with the payment each month and reconcile from there.

Ah ok thanks! Yes we pay Amex as a vendor, which definitely makes things difficult. Part of the problem is we have the expenses syncing over from Concur as vendor bills - would you recommend we use the Expense Report transaction type instead? Is that Advances Paid account native in Netsuite or did you guys add it as a custom account? Appreciate the response!

@bjensen I'm so sorry, I just now saw this! Yes! I would say if you're trying to do any kind of reporting out of NetSuite by employee that you import them as expense reports. The advances paid account is a native NetSuite account.